AI Insights
for Accounting Firms
Actionable insights on satisfaction, profitability & growth.
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.