Every other reporting tool sends a client a report and waits for them to call you with questions. Pineapple Analyst lets them just ask — in plain English, about their real numbers, any time.
There's no menu of pre-built reports to hunt through and no ticket to file. The client opens their dashboard — the one with your firm's name on it — and types a question the way they'd ask it out loud: "Which of my product lines is actually profitable?" or "What happens to cash if I hire two people in Q3?" The AI Analyst answers from their own connected data: QuickBooks, HubSpot, and whatever else is linked in. If the question touches something outside what's connected, it says so instead of guessing.
The AI Analyst is switched on per client, not baked in for everyone. Turn it on for the clients who are ready for it, leave it off for the ones who aren't, and flip it either way at any time — without rebuilding the dashboard or touching the data connection underneath it.
Each of these is a question a client would otherwise have emailed, texted, or saved for the next call. Here's what happens instead.
Pull a margin-by-category report, reconcile it against the P&L, and format it into an email — or wait until the next scheduled call to deliver the answer at all.
Build a one-off scenario model in a spreadsheet, or tell the client to wait for the next budgeting session to find out.
Manually cross-reference the CRM export against the books — something no financial reporting tool does on its own, because none of them connect to the CRM in the first place.
Ask the same AI Analyst the questions you'd normally spend the morning before a client call digging for. You walk in already knowing the trends, the anomalies, and the explanation — before your client even knows what to ask.
Ask what moved this month across revenue, margin, or pipeline and get the direction and the size of the move, not just a chart you have to interpret yourself.
An unusual expense, a customer that went quiet, a margin that slipped — the kind of thing that's easy to miss scanning a P&L, but exactly what a client will ask about if you don't bring it up first.
Not just what changed, but why — so when a client asks "why was March slower," the answer is already in hand instead of something you promise to look into and follow up on later.
A page that claims no limits isn't describing a product. Here's where this one actually stops — on purpose.
The AI Analyst answers from the data sources you've linked in — QuickBooks, HubSpot, and whatever else is connected for that client. It doesn't guess at numbers it can't see, and it won't pull in outside market data or invent an answer to fill a gap. If a question needs a source that isn't connected, it says so.
Ask it to project forward and it builds from actual trend and seasonality in the client's own data. It won't know about a new contract, a planned hire, or a one-time expense unless someone tells it — the moment that's specified, it's factored into the forecast from then on.
Plain-language questions work well until they hit a chart of accounts that's ambiguous by nature — "payroll" might mean three different accounts depending on how a client's books are set up. When that happens, the AI Analyst asks for clarification instead of picking one silently, and the firm can pre-map the ambiguous terms so it never has to ask twice.
Yes — this is what the AI Analyst inside Pineapple Analyst is built to do. Clients type a question in plain English directly in their branded dashboard and get an answer pulled from their own connected data, without waiting on their accountant to run a report.
Yes. The AI Analyst is a per-client setting, not an all-or-nothing switch for your whole book. Enable it for clients who are ready for it and leave it off for anyone else, and change that at any time.
Yes. If a client has QuickBooks and HubSpot connected, the AI Analyst can answer questions that span both — like connecting a dip in revenue to a change in pipeline or deal velocity. Most reporting tools only see the accounting side, so this kind of question simply can't be asked there.
Yes — the same AI Analyst your client uses is available on your side of every account. Ask it what changed, what looks unusual, or how a client is tracking against their goals before a call, so you're not building that picture manually every month.
The AI Analyst only answers from the client's own connected data — it doesn't guess or pull in outside information to fill a gap. If it doesn't have what it needs to answer confidently, it says so and asks for clarification instead of answering anyway.
No. It absorbs the routine "what happened and why" questions that would otherwise land in your inbox between meetings. Judgment calls, planning, and strategy conversations still come from you — the AI Analyst just clears the queue of questions that don't need to wait for you.
Yes. Every question and answer is visible on your side, so you can see what your clients are curious about and step in on anything that needs your judgment.
No. The AI Analyst lives inside your fully white-labeled dashboard. Your clients see your firm's brand, not ours.
Connect a client's data and see their AI Analyst live in under an hour.