About Pineapple Analyst
Built for strategic advisors, by strategic advisors.
I've spent 10 years building analytics for businesses - most of it by hand, one client at a time. Pineapple Analyst is everything I learned, packaged so any accounting firm or advisor can give every client a branded dashboard and their own AI analyst. No data team. No weeks of setup.
Jack - Co-founder & CEO
Why this exists
I did this by hand for six years. Then I built the thing I wished I had.
Before Pineapple Analyst, there was Pineapple Consulting - the fractional analytics firm I've run for six years. We build custom dashboards, data pipelines, and AI analysts for C-suite teams. More than 1,000 dashboards so far.
The work worked. Clients used it, made better calls, and stuck around. But every build was custom, slow to spin up, and priced out of reach for most firms.
Meanwhile I kept meeting accountants, bookkeepers, and fractional CFOs carrying 50, 100, 150 clients - doing exactly what I used to do. Pulling exports. Rebuilding the same deck. Opening one client login at a time to find the same number ten times.
The tools they had were built for one company. QuickBooks' AI sees one file. BI tools make you build every chart by hand. FP&A platforms are priced for one finance team. Nothing was built for someone running a book of clients.
Every dashboard I build has to pass one test: can the client read it in 15 seconds? Pineapple Analyst is built to the same standard.
So we built it. Connect a client once and the data cleans and refreshes itself. Every client gets a branded dashboard and their own AI analyst - under your name, not ours. Need something different? Describe it in a sentence and it gets built. Then roll it out to every client it fits.
The craft from six years of custom work is baked in. You just point it at your clients' data and go.
The gap we fill
Every other tool was built for one company. You have a book.
None of the existing tools are bad. They just weren't built for a firm delivering reporting and advisory across dozens or hundreds of clients.
Running a book today
- Opening one client login at a time to find the same number
- Rebuilding the same report or deck for every client
- Static PDFs clients skim, then call you about
- Financials in one tool, pipeline in another, forecast in a spreadsheet
- Hours of prep before every client call
- Reporting is a cost you eat, not a service you sell
With Pineapple Analyst
- Your whole book on one screen - sort by runway, margin, or AR and see who needs a call
- Describe a view once, roll it out to every client it fits
- A branded portal per client, with their own AI analyst
- QuickBooks, HubSpot, and Google Sheets in one place - new connectors built on request
- Ask the AI anything ten minutes before the meeting
- A new tier you can price, not a cost you absorb
What we believe
Four things we built around
Business goals first, technical steps second
Every dashboard starts with the decision it's supposed to drive. Connectors, models, and charts come after. It's how we've built for C-suite teams for years, and it's how the platform works.
Advisors should advise, not prep
If your best hours go to pulling exports and answering "what does this number mean?", that's a delivery problem, not a capacity problem. Let the platform handle reporting so your judgment goes where it's billable.
Clients deserve an analyst, not a report
A report answers the question you knew to ask. An AI analyst answers the one that comes up at 11pm before a board meeting - from their own data, under your brand.
Reporting should be a revenue line
A monthly PDF is easy to discount. A live, branded dashboard is a deliverable you can price, tier, and build advisory around. It belongs on your invoice, not just your expense report.
The track record
Before it was a platform, it was client work.
Firms we've built dashboards for through Pineapple Consulting - the same playbook that now runs inside Pineapple Analyst.
We've been partnering with Pineapple for a couple of years now and it's been a game-changer for our business and our clients. Highly recommend!
Working with Pineapple has been an outstanding experience. The dashboards they've created for us have significantly enhanced our reporting capabilities and delivered tremendous value to our clients. Their team feels like a true partner!
If you have any reporting needs that you're struggling to create internally, don't walk, run to have a conversation with Pineapple. We couldn't be happier. The project was on time and on budget with clear communication through the process.
Who it's for
Built for firms with a book of clients
Accounting and bookkeeping firms first - and the advisors who want to be AI-forward with their clients without becoming AI experts.
Accounting firms
Your whole book on one screen, a branded dashboard per client, and a CAS offer you can actually price.
For accountants → 50-200 clientsBookkeeping firms
Turn 100 separate logins into one view, and give every client a live dashboard without adding prep hours or headcount.
For bookkeepers → AdvisoryFractional CFOs
Real-time financial dashboards and an AI analyst for every client, under your brand. Prep for calls in minutes.
For fractional CFOs → MarketingFractional CMOs & agencies
Marketing, pipeline, and revenue in one branded dashboard per client - one your clients actually open.
For CMOs & agencies →Start free and set it up yourself, or have us build it to your firm's specs - your KPIs, your brand, your connectors - and roll your clients out with you.
The team
A small team that's done the work
No account managers reading from a script. The people who build the platform are the people on your onboarding calls.
Jack
Co-founder & CEO
10 years in analytics, 1,000+ dashboards. Leads product direction and partnerships with accounting firms and advisor networks.
Harsh
Co-Founder, Product & Engineering
Built the platform, the data pipelines, and the isolated client warehouses underneath every dashboard.
Corey
Data Analyst & Dashboarding Expert
Trains your team, builds custom views, and rolls your clients out in chunks when you go white-glove.
Your clients get AI-powered insights. You get the credit.
Book 30 minutes and we'll scope a rollout against your actual book. Or start free and look around - there's a demo client pre-loaded.
14-day free trial · No credit card · White-label included