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 they can talk to - and you get an analyst you can talk to before every meeting. Advisors don't manually build anything. They prompt to customize.
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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.
Pineapple Analyst handles the reporting layer - so you show up to every client conversation already ahead of the numbers, and your clients stop waiting on you for the routine questions.
No data engineers. No multi-week implementation. No client training sessions. You connect the data source, we handle everything else. When something needs to look different, you describe it in a sentence.
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.
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.
Giving every client a live dashboard and their own AI analyst changes what you can charge, how many clients you can carry, and how long they stay. Here's exactly where the growth comes from - and a calculator so you can check it against your own book.
The fastest lever, because it needs no new logos and no new sales calls. A rate conversation is hard when you're delivering the same monthly report. It's a lot easier when the client has a live dashboard built around what their business actually cares about - because you described it in a sentence.
Most firms sell one thing: clean books. Now you can sell three - books alone, books plus the dashboard and AI analyst, or all of it plus your advisory. That middle tier is where price-sensitive clients land instead of churning.
The reporting builds itself and refreshes daily. No pulling exports, no rebuilding the same deck twelve times. Even the custom work isn't work - you don't build a dashboard, you ask for one. That reclaimed capacity is the difference between growing your client count and growing your payroll.
Clean books are replaceable. The firm that caught the $3,200/mo subscription stack nobody had reviewed in two years is not. The dashboard puts those catches in front of you every month, and the client sees you finding them. Retention quietly multiplies every line in the calculator below.
Change the inputs to match your firm. Every assumption is visible and editable - nothing is hidden inside the multiplier.
This is an illustrative model built from the assumptions listed above, not a guarantee of results. Your numbers will depend on your client mix and how you package the offer. Retention is deliberately left out of the math - it lengthens the lifetime value of every line above.
The per-client rate drops as you add more clients. Most firms bundle it into their service package at a markup, so it lands as a revenue line, not an expense line.
We've written up exactly how data is stored, encrypted, isolated between clients, and handled by the AI - in plain language, not marketing copy. Worth five minutes before you connect a client.
Read the security overviewGive every client a branded dashboard and an AI analyst - and give yourself an analyst to prep with before every meeting. There's a demo client pre-loaded if you'd rather look around before connecting a real one.