Pineapple Analyst - Try for Free
Pineapple Analyst Try for Free
For Bookkeepers & Accountants Offering CAS

2x your CAS revenue
without adding a single hour.

Give every client a white-labeled dashboard and an AI analyst of their own. Need it customized? Describe what you want and it builds it. Clients loaded in under 5 minutes, not weeks.

Try for Free, No Credit Card Required
14-day free trial · No credit card · White-labeled to your brand
$67/mo per client on the Grow tier, and less as you add more. Move one client onto a $400/mo advisory tier and the tool has paid for itself six times over - on that client alone.
Pineapple Analyst executive summary dashboard with AI Analyst panel
<5 min
To Load A Client
100%
Your Brand, Not Ours
0
Manual Builds Required
6+ yrs
Building For Consultants
Run The Math

Don't take "2x" on faith. Put your own book in and check it.

Change the inputs to match your firm. The assumptions are visible and editable - nothing is hidden in the multiplier.

Your firm today

Assumptions used: upgraded clients pay 75% more for dashboard plus advisory. Everyone else adds the dashboard tier at 25% more. Automating reporting and call prep saves roughly 5 hours per client per month, which is capacity for about 33% more clients without hiring. Tool cost is figured at the Grow rate of $67 per client per month.
Your CAS revenue today20 clients x $1,000
$20,000/mo
Clients who move to advisory12 clients at +75%
+$9,000/mo
Everyone else adds the dashboard tier8 clients at +25%
+$2,000/mo
New clients from freed-up hours7 clients at advisory pricing
+$12,250/mo
What Pineapple Analyst costs you27 clients at $67
-$1,809/mo
Your CAS revenue, net of tool cost
$41,441/mo
2.1x
Where you are now

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.

Start Free and Build the First One
Where The Growth Comes From

Four levers. You don't need all four to make the math work.

01

Charge more for the clients you already have

This is 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 P&L you delivered last month. 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, not because they got the same template as everyone else.

You're not asking for more money for the same work. You're repricing a different deliverable.

02

Add a tier instead of discounting

Right now most firms sell one thing: clean books. Now you can sell three - books alone, books plus the dashboard and AI analyst, or books plus dashboard plus your advisory.

That middle tier is where price-sensitive clients land instead of churning. And at the top, load their forecast in alongside actuals - budget-vs-actual with an AI that can explain the variance is a genuine advisory deliverable, and it's a prompt, not a project.

03

Take on more clients, same hours

The reporting builds itself and refreshes daily. No pulling exports, no rebuilding the same deck twelve times, no two hours of prep before every client call. 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.

04

Keep clients longer

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 isn't in the calculator above - it quietly multiplies every line in it.

Your clients are already asking AI about their numbers. Be the one who brings it to them.

The window to be the AI-forward firm in your market is measured in months, not years. The firms that get there first set the pricing everyone else has to match.

See It In Action

See it live in action

Your logo, your colors, your firm's name. Ours appears nowhere. And when the default view isn't right for a client, you don't file a request or open a BI tool - you type a sentence and it rebuilds.

AI Analyst
Your firm's name here, not ours
Your client, on a Tuesday night
Why was March cash flow tighter than February?
Collections came in lower in March while your payroll ran on the same schedule, so more went out before it came back in. Two of your larger invoices also aged past 60 days. Want me to break down which accounts are driving the receivables gap?
You, ten minutes before their meeting
What are the three things I should raise with this client tomorrow?
Gross margin has slipped for three straight months, driven mostly by COGS on their largest product line. Receivables are aging faster than last quarter. And they're tracking meaningfully under forecast on new revenue. Want the supporting numbers for each?

Illustrative examples. The same analyst works both directions - your client asks it questions between meetings, and you ask it anything you want before you walk into one. Every other tool in this market writes commentary at your client and stops there.

What Firms Are Saying

Firms already building advisory on Pineapple

★★★★★

"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!"

B
Brad
Sourced Bookkeeping & Consulting
★★★★★

"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!"

E
Elizabeth
Nexagy CFO
★★★★★

"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 - on time and on budget with clear communication."

B
Broc
Pair PEO

Nothing reaches a client until you say so

  • Start on the demo client. A fully loaded example account is already in there. Poke at it before you connect a single real book.
  • You review before anyone else sees it. You control what's published and who has access. No client gets an invite you didn't send.
  • No card, no auto-charge. The 14-day trial ends on its own. Nothing bills unless you decide to keep it.
The Real Questions

Everything you're actually wondering before you connect a client

Some won't, and you don't need them to. Two of the four levers on this page - the middle dashboard tier and the capacity you get back - work without raising a single existing rate. Start there. The clients who do upgrade tend to be the ones already asking you questions between meetings, because now they have somewhere to put those questions.
Fair question, and the right one to ask. The AI analyst answers from your client's connected data only - it isn't guessing from general knowledge or making up figures from outside their books. It's built to handle the routine "what happened and why" questions, not to replace your judgment on anything that matters. You control what's published, you see the same dashboard your client sees, and you're still the one in the room for the real decisions.
Two differences that matter. First, those tools ship you a fixed template - what you see is what you get, and anything beyond it is a support ticket or a workaround. Here you describe what you want and it builds it. Second, their AI writes commentary at the client in one direction. Ours holds a conversation, and both you and your client can use it. White-label is standard rather than an upcharge, and we connect past the books rather than stopping at the balance sheet.
Fully customizable, and that's the part no competitor matches. The templates are a starting point, not a ceiling. Want a page built around a client's unit economics, a view that ignores three accounts they never look at, or their forecast sitting alongside actuals with variance called out? Describe it in plain English and it gets built. You aren't learning a BI tool or waiting on us. Build a view once and reuse it across every client it fits.
You don't need to remap a chart of accounts or clean anything up first - it reads QuickBooks as it sits. Be straight with yourself though: cleaner books produce sharper insight. If a client's books are a genuine mess, the dashboard will make that obvious quickly, which some firms have found to be a useful cleanup-project conversation starter in its own right.
Under 5 minutes per client. Connect their data source and the dashboard plus AI analyst are built and live - no configuration, no chart-of-accounts mapping, no weeks-long implementation phase. Rolling out your whole book is an afternoon, not a quarter. Customizing a view afterward is a sentence, not a project.
No. You connect the data source and the platform handles the rest - the database, the dashboard, and the AI analyst. You look AI-forward to your clients without becoming an AI expert yourself.
QuickBooks Online today, with HubSpot next and more sources on the roadmap. Xero isn't live yet - if that's a blocker for your book, tell us and it moves up the queue. Unlike accounting-only reporting tools, the direction here is connecting the whole business, not just the books.
They won't. The dashboard, the branding, and the experience are entirely yours - your logo, your colors, your firm's name front and center. Your clients get AI-powered insights. You get the credit.
Nothing automatic. There's no card on file, so nothing charges. The trial simply ends and you decide whether to keep going. If you do, plans start at $47/mo per client and the per-client price drops as you add more - see full pricing details here.
A white-labeled analytics platform for bookkeepers, accountants, and fractional consultants. Connect your client's data and get a branded dashboard plus an AI analyst your client can question directly - all under your firm's name.
Customizable By Default

Every other tool hands you a template and calls it a product. This one you rebuild with a sentence.

White-label comes standard here, not as an upcharge. So does customization. If the default view isn't what a client needs, you describe what you want and it builds it - a different metric set, a new page, their forecast loaded in next to actuals. No BI tool, no support ticket, no implementation call.

And the AI analyst runs both directions. Your client asks it why margin slipped last quarter. You ask it anything you want ten minutes before you walk into their meeting. Every competitor in this market generates commentary at the client and stops - one-directional output you still have to package and deliver yourself.

Advisors here don't build anything. They prompt.

Customizable by prompt. Describe the dashboard you want. It builds it. No BI tool, no ticket, no build time.
White-label is standard. Never an upcharge. Clients only ever see your firm's name.
Fast by design. Load a client in under 5 minutes, not weeks of implementation.

Give your first client a dashboard this week

No credit card required. Here's exactly what happens when you click below.

1

Set up your free account

Under a minute. Continue with Google or enter your email. 14-day free trial, no card needed.

2

Start with the demo client

A fully loaded example account is waiting for you. Break it, question it, decide if it's good enough for your name - then connect a real book.

3

Get a live dashboard, same day

Connect QuickBooks Online and your white-labeled dashboard and AI analyst are ready in minutes. No mapping, no waiting.

Try for Free, No Credit Card Required

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