AI-Assisted Client Advisory Services
40% More CAS Capacity at
25% Lower Overheads
Expand your CAS services to empower every client without adding resources or administrative overspends and build trust.
40% More CAS Capacity at
Trusted by Some of the Fastest-Growing Practices
How Accountero scales CAS for you?
Your Clients’ Financial Data Holds the Opportunities. Our CAS Assist Empowers You to Unlock Them.
Accountero CAS Assist is a cutting-edge feature that transforms the way accounting firms deliver Client Advisory Services (CAS). By analyzing layers of aggregated financial and non-financial data, CAS Assist uncovers meaningful patterns, generates accurate forecasts, and delivers actionable recommendations.
It’s the ultimate tool for scaling advisory services while maintaining a personal touch—helping you serve every client, every time, with precision.
Benefits of CAS at Scale
Hyper-Personalized Insights
Tailor advice to each client's unique business needs using AI-driven insights, ensuring every recommendation adds measurable value.
Enhanced Decision-making
Empower your teams with actionable data, enabling faster, smarter and more impactful and reliable client recommendations - increasing your trust factor.
Effortless Scalabilty
Serve a growing client base without compromising quality of accuracy. Whether you manage 10 clients or 1000, CAS Assist ensures consistent excellence.
Proactive Advisory
Identify risks and opportunities before they arise, offering clients forward-thinking strategies that position their business for long-term success.
Increased Efficiency
Automate time-consuming data analysis and report making tasks, freeing up more than 15 hours per client to focus on strategy and client relationships.
Beyond Reporting
Our meshed financial and non-financial data insights, delivers predictive insights essential for boardrooms and the strategic needs of the Office of the CFO.
Why Choose Accountero CAS Assist?
Security First
Secure & Trusted
Your Clients’ Data is protected by robust, enterprise-grade, industry-standard encryption and secure API integrations, ensuring complete confidentiality. We follow GDPR and SOC compliance protocols.
Seamless Integration
Zero Learning Curve
Accountero CAS Assist works with the tools you already use, minimizing disruptions and ensuring a smooth transition to smarter advisory workflows.
Powered by AI Excellence
Uncover Growth
Our state-of-the-art AI engine is designed to uncover opportunities within layers of data, while still leaving you in control of the advisory process.
How Accountero CAS Assist Works
Consolidation
Accountero integrates seamlessly with tools, securely aggregating diverse data layers.
Meshed Data
Analyzing cross-layered data, CAS Assist finds patterns for a full business picture.
Trend Analysis
AI forecasts trends and spots unique risks or opportunities for your clients.
Actionable
Presents clear, usable recommendations to guide impactful client decisions.
Personalization
Equips accountants with insights to deliver hyper-personalized service at scale.
Collaboration
Facilitates dynamic collaboration across teams, enhancing client relationships and outcomes.