For accounting firms

Stop delivering reports.
Start delivering answers.

Your clients don't need another PDF. They need to understand their business. Pineapple Analyst gives every client a branded dashboard and an AI analyst - so your firm moves from compliance work to the advisory services that actually grow your practice.

Start for Free See how it works
<15 min
client onboarding
50+
clients, one platform
100%
your brand, not ours
Riverside Bakery - Financials + Operations
Revenue MTD
$84,320
↑ 12% vs last month
Net Profit Margin
23.4%
↑ 2.1pts
Outstanding AR
$11,200
↑ $3k vs avg
Cash Runway
4.8 mo
Healthy
✦ AI Analyst
Your margins improved this month because supply costs dropped 8% while revenue held steady. The AR spike is from 2 wholesale invoices due Friday - no action needed yet.
💬 "What would happen to my runway if I hire one more staff member in Q3?"
The real problem

Reporting is table stakes.
Advisory is where the value is.

Clients can get a P&L from anywhere. What they can't get - what they're willing to pay more for - is someone who helps them understand what the numbers mean and what to do next. Most accounting firms know this. The bottleneck is capacity.

⏳
Every client call takes prep time you don't have
Pulling reports, formatting outputs, building slide decks for 50 clients a month. Hours that could be spent on strategy are spent on assembly.
🧮
Clients only see a slice of their business
A QuickBooks report shows what happened financially. It doesn't show why - and it can't connect the books to their sales pipeline, operations, or payroll.
📞
You're the only path to any answer
When a client has a question between calls, they email or call you. You're a bottleneck - not because you're slow, but because you're the only one who can see the data.
The shift

From data delivery to business advisory

Pineapple Analyst handles the reporting layer - so you show up to every client conversation already ahead of the numbers.

Before Pineapple Analyst
✕
Hours each month assembling reports per client before calls
✕
Clients see financial data only - no operational or CRM context
✕
Clients email you with routine questions you've answered before
✕
Advisory feels like an add-on - hard to charge for when reporting is the deliverable
✕
Difficult to scale past a certain number of clients without adding headcount
→
After Pineapple Analyst
✓
Dashboards update automatically - you walk into every call prepared
✓
Clients see financials, CRM, payroll, and operations - one unified view
✓
The AI analyst answers routine questions - you handle the strategic ones
✓
Advisory becomes the obvious next step - your dashboard proves you understand the business
✓
Add new clients in under 15 minutes - growth doesn't require more staff
How it works

From connection to client-ready in hours

No data engineers. No 6-week implementation. No client training sessions. You connect the data sources - we handle everything else.

Step 01
Connect client data sources
QuickBooks, HubSpot, payroll, and more. You connect the sources you want. Takes a few minutes per client.
Step 02
We build the database and dashboard
Automated ETL pulls everything together. Dashboards and AI context are generated from the data we find - no manual setup.
Step 03
Client gets access with your branding
They log into a portal that looks like your firm - not ours. You get notified when it's live. They see your name. You get the credit.
Step 04
AI handles the in-between moments
Between calls, the AI analyst answers their questions. You come to the next meeting focused on the things that actually need your judgment.
⚡
Dashboard live in a matter of minutes. Client onboarding in under 15 minutes. Your first client could be live before your next meeting.
The deliverable

A dashboard your clients actually open

Not a report they file. Not a PDF they forget. A live, branded portal they check the way they check their bank account - because the numbers are always current and they can ask questions whenever they want.

  • 📊
    Financial KPIs from QuickBooks - revenue, margins, AR, cash position - updated daily without you touching anything
  • 🔗
    Cross-source insights that connect the books to CRM activity, payroll, and operations in a single view
  • ✦
    An AI analyst that explains what the numbers mean - in plain English, from the client's own data
  • 🎨
    Fully white-labeled with your firm's name, logo, and colors - client never sees Pineapple Analyst
  • 🔒
    Admin and Viewer roles let you control what each client sees - and keep your firm's access separate
Greenfield Plumbing - Business Dashboard
Revenue
$142k
↑ 9% MoM
Margin
31.2%
↑ 1.8pts
Open Jobs
18
3 overdue
Revenue by month
AI Analyst
Revenue is up 9% and margin expanded, driven by your commercial jobs outperforming residential. The 3 overdue jobs are all from one project - worth flagging in your next owner call.
What your clients experience

They stop waiting.
You stop being interrupted.

The AI analyst doesn't replace you - it handles the questions that don't require you. That frees your time for the conversations where your judgment is irreplaceable.

💬
Plain-English answers from their own data
Clients ask questions the way they'd ask a colleague - no dashboards to learn, no filters to set. The AI answers from their actual numbers across all connected sources.
📅
Always current, no prep required
Data refreshes daily. You walk into every call with current numbers already on screen - your client does too. Nobody's working from last month's export.
🏷️
Your brand. Your relationship.
The portal says your firm name. Every interaction reinforces your value - not ours. You become the advisor who gave them a business analyst, not just a report.
✦
Your Firm AI Analyst
Greenfield Plumbing · always on
We had a great month but I feel like we're always tight on cash. Why?
Good question - this is actually pretty common in your industry. Your revenue is strong, but your average payment collection time is 38 days while your supplier invoices are due in 15. That gap is why cash feels tight even when you're profitable. Would you like to look at which clients are slowest to pay?
Yes - and what happens if we tighten collections to 25 days?
At 25-day average collection, your working capital improves by roughly $18,400 based on current revenue. That's meaningful runway. The three clients dragging your average up are all on net-30 terms - your firm can walk you through options for renegotiating those.
Built for firms like yours

One platform, every client type

Whether your book is service businesses, e-commerce, professional services, or a mix - Pineapple Analyst connects the sources that matter for each client and builds dashboards around how they actually run their business.

🏗️
Service & trades businesses
QBO + job tracking + payroll. Clients see revenue by job type, labor efficiency, outstanding invoices, and cash position - all in one place. You walk in with the full picture.
🛒
E-commerce & retail
QBO + Shopify + marketing spend. Clients see revenue, margins by product line, and marketing ROI together. No more guessing whether ad spend is driving the revenue bump.
💼
Professional services
QBO + CRM + time tracking. Clients see revenue per client, utilization, pipeline coverage, and upcoming cash. The AI explains the story behind every trend.
Pricing

Simple, per-client pricing.
Designed to add margin, not eat it.

Most firms pass the cost through to clients at a markup. One client subscription typically covers your platform cost for the month.

See pricing →
Free trial · No credit card required
Questions

Common questions from accounting firms

How is this different from the financial reports I already deliver? +
The reports you deliver today are a snapshot - delivered at a point in time, consumed once, then filed. Pineapple Analyst gives clients a live, always-current view of their business they can access any time. More importantly, it connects financial data to other sources - CRM, payroll, operations - so clients see the full picture, not just the books. And the AI analyst lets them ask questions between your calls instead of emailing you.
Will this replace my role as their accountant or advisor? +
No - and this is worth being direct about. The AI handles routine questions your clients already ask: "why is cash low this month," "what's my biggest expense category," "how's my margin trending." Those questions take your time today and don't require your expertise. What requires your expertise is the strategic judgment - what to do about the numbers, how to plan, how to navigate a difficult situation. Pineapple Analyst makes you more available for those conversations, not less necessary for them.
How long does it take to onboard a new client? +
Client onboarding takes under 15 minutes. You connect their data sources, add their goals and any customization, and Pineapple Analyst builds the dashboard and AI context automatically. The client gets access to a live, branded dashboard in under an hour. No training sessions required - the interface is built to be self-explanatory for the client.
What data sources does it connect to? +
The anchor integrations are QuickBooks Online and HubSpot, with a roadmap of 30 integrations across finance, CRM, e-commerce, payroll, marketing, and operations. If a client uses a source that isn't yet connected, we build the connector on demand - and the client pays for it. You get exactly what you need without paying for integrations you'll never use.
Will my clients know they're using Pineapple Analyst? +
No. White-labeling is fully included in the consultant tier - not an add-on, not an upcharge. The client portal displays your firm's name, logo, and brand colors. Every interaction reinforces your relationship. Your clients see your brand. You get the credit.
How do I make money on this? +
Most firms bundle Pineapple Analyst into their service packages at a markup - typically 20-30% above cost. Because the dashboard and AI analyst are a visible, tangible deliverable, clients readily accept the pricing. Some firms use it as a retention tool - clients with live dashboards stay longer and refer more. It's a revenue generator, not a cost center.
Do my clients need to be technical to use this? +
No technical knowledge required. The client interface is built for business owners - not analysts. They log in, see their numbers, and ask questions in plain English. The AI handles the rest. If they can use a banking app, they can use this.
Can I manage 50+ clients on one platform? +
Yes - this is exactly what the consultant tier is built for. All your client dashboards live under one account, each fully isolated and branded. You can see across your book, add new clients in minutes, and manage permissions from a central dashboard. Growth doesn't require adding staff - adding a new client takes under 15 minutes.

Your clients hired you for your judgment.
Let us handle the rest.

Give every client a branded dashboard and an AI analyst - so you walk into every call focused on what actually requires you.

Start for Free Talk to our team
No credit card required · Free trial · White-label included