For advisory clients
Financial intelligence for growing businesses, delivered through the advisor who already knows them.
Sacred Insights connects to your accounting system, reconciles what it finds, and turns it into the analysis a CFO would give you — reviewed by a real advisor before it reaches you.
Reconciliation you can trust
Every figure ties back to the general ledger it came from. Balances that do not agree are surfaced, not smoothed over.
Benchmarking in context
Margins and operating costs compared against relevant peers, so a number becomes a decision.
Forward-looking cash
A rolling cash-flow view built from actual transaction history rather than a spreadsheet guess.
How your data is handled
Read-only.
Sacred Insights reads your accounting data. It does not create, edit, or delete anything in your books.
Separated by business.
Each business's financial data is held in its own dedicated database, not pooled with other companies'.
Not used for training.
Your financial data is never used to train artificial-intelligence models, ours or anyone else's.
Disconnect whenever you want.
You can revoke access from inside QuickBooks at any time.
See disconnecting for what happens when you revoke access.