AI Insights
for Accounting Firms

Actionable insights on satisfaction, profitability & growth.

Tailored for your firm, with your data.

Trusted by world-class accounting firms

BENEFITS

BENEFITS

5 minutes setup. Drive value from day one.

$

60

k+

$

60

k+

From Retention

By extending client lifetime by just 1 month.

$

60

k+

$

60

k+

From Repricing & Upselling

By raising average client revenue by just 10%.

$

10

k+

$

10

k+

From Referrals

By improving the client referral rate by just 10%.

Average for an ~$1M annual revenue accounting firm.

REPORT

REPORT

Get your free tailored report

Receive your firm’s insights report on satisfaction, workload distribution, and growth – free of charge.

HOW IT WORKS

HOW IT WORKS

HOW IT WORKS

How Combinely works.

Interactions

Billing

Attachement

Calendar

Accounting

combinely

Satisfaction

9.8%

Growth

67.5%

Margin

Profitability

Step 1: Combinely automatically
integrates with your tech stack

Connects directly to your firm’s existing systems—no need to switch platforms.

Step 2: Combinely automatically
organizes & analyzes your data

Gathers and organizes all your client and operational data in one place.

Step 3: Combinely automatically
extracts actionable insights

Extracts actionable insights on satisfaction, profitability, and growth.

How Combinely works

Step 3: Extracts actionable insights

Step 1: Integrates with your tech stack

Step 2: Organizes & analyzes your data

How Combinely works

How Combinely works

Step 3: Extracts actionable insights

Step 1: Integrates with your tech stack

Step 2: Organizes & analyzes your data

TESTIMONIAL

TESTIMONIAL

Hear what our users have to say.

See how firms use Combinely to level up their operations and client relationships.

  • Combinely offers refreshing and unique insights that I've never seen before. After more than 14 years in the field, I can now delve into client interactions and see who's flying it high and who's not.

    Imraan

    CEO, Lockhat Inc.

  • I love the complaint notification feature where it comes straight to my inbox - it has been a game changer for us, as I can ensure everything is under control, knowing client satisfaction is being managed effectively across my firm.

    TaBetha

    COO, Reconciled

  • Combinely has become a key part of my daily check-in, giving me a comprehensive overview of what's happening in my firm and helping my team strive for excellence.

    Gareth

    CEO, Cloudworx Accounting

TESTIMONIAL

Hear what our users
Have to say.

See how firms use Combinely to level up their operations and client relationships.

  • Combinely offers refreshing and unique insights that I've never seen before. After more than 14 years in the field, I can now delve into client interactions and see who's flying it high and who's not.

    Imraan

    CEO, Lockhat Inc.

  • I love the complaint notification feature where it comes straight to my inbox - it has been a game changer for us, as I can ensure everything is under control, knowing client satisfaction is being managed effectively across my firm.

    TaBetha

    COO, Reconciled

  • Combinely has become a key part of my daily check-in, giving me a comprehensive overview of what's happening in my firm and helping my team strive for excellence.

    Gareth

    CEO, Cloudworx Accounting

FEATURES

FEATURES

FEATURES

Features at a glance.

Unlock your firm’s potential with data-driven actions that drive satisfaction, profitability and growth.

COMING SOON

COMING SOON

Quoting

Quoting

Leverage past client data to create accurate quotes, reducing guesswork and improving work efficiency from the start.

Retention

Retention

Get notified at the first signs of client concerns, proactively addressing issues before they escalate.

Repricing

Repricing

Receive real-time alerts when a client’s profitability drops, enabling you to make timely adjustments to pricing.

Upselling

Upselling

Identify upselling opportunities with data-backed insights on when and what to offer for increased client value.

Referrals

Referrals

Automatically pinpoint your happiest clients and prompt the right moments to ask for referrals, driving organic growth.

Marketing & Growth

Marketing & Growth

Use client satisfaction metrics to highlight your firm’s strengths and stand out in a competitive market.

INTEGRATIONS

INTEGRATIONS

Smart integrations at your fingertips.

Smart integrations at your fingertips.

Combinely layers onto your existing tech stack, no system changes or disruptions needed.

Combinely layers onto your existing tech stack, no system changes or disruptions needed.

  • Outlook

    Integration for client email interactions.

  • Xero

    Integration to sync financial data and profitability analysis.

  • Dropbox

    Integration to organize and access client files.

  • Ignition

    Integration for services and fees information.

  • Google Calendar

    Integration to capture non-billable tasks and client meetings.

  • Gmail

    Email integration for client interactions.

  • Google Drive

    Integration to organize and access client files.

  • Slack

    Integration for real-time team communication and client updates.

  • Outlook Calendar

    Integration to capture non-billable tasks and client meetings.

  • Quickbooks

    Integration to sync financial data and profitability analysis.

REPORT

REPORT

REPORT

Get your free tailored report

Receive your firm’s insights report on satisfaction, workload distribution, and growth – free of charge.

Tailored for your firm, with your data.

© 2024 – Combinely LTD, All Rights Reserved.

© 2024 – Combinely LTD, All Rights Reserved.

© 2024 – Combinely LTD, All Rights Reserved.