Sector analysis for Swiss fiduciaries. Compare, advise.
Preciso connects your engagements' accounting data and turns it into comparative indicators. You see where each client stands against its sector and have concrete data to advise them better.
Give more value to your clients' accounting data.
Preciso helps you make use of the data you already have to grow your advisory business.
More advice
Back your recommendations with concrete indicators and develop higher-value advisory services.
Less manual work
Your engagements' accounting data is retrieved and analysed automatically.
More value for your clients
Show your clients where they stand against their sector and work out with them what to improve.
Place each client against its sector.
Compare your engagements' main indicators with companies in their sector and give their results context.
“What is the average revenue of a company in my sector, and where do I stand?”
Sector analysis: construction & renovation
3-year average revenue trend vs engagement “BuildPro Ltd”
Quickly identify what to improve.
Spot the gaps between a client's performance and its sector's. You know at once which topics to explore at your next meeting.
Operating margin
Payment delay
Equity ratio
Compatible with your accounting software.
Preciso retrieves data from the main software used by SMEs and Swiss fiduciaries. You keep working with your usual tools.
Bexio
Connection and automatic synchronisation of accounting data.
Odoo
Connection and synchronisation of your engagements' accounting data.
Abacus
Connection of engagements managed in Abacus.
WinBIZ
Retrieval and integration of accounting data.
Crésus
Import of accounting data from Crésus.
Manual import
Import data from other software using your files.
Public data
Enrich your sector comparisons with Swiss public data.
Prepare your client meetings faster.
Query your engagements' data directly in Preciso. The assistant analyses the figures and prepares a summary of the key points to raise with your client.
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Verifiable figures
Trace the origin of the data used in every analysis.
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Ready-to-use summaries
Get a structured summary to prepare your meetings and present your conclusions.
The analysis points to a liquidity risk to watch by the end of Q4.
- Average payment time rose from 42 to 58 days over three months.
- One client accounts for 35% of receivables overdue by more than 60 days.
Review payment terms and solutions that reduce working-capital needs.
Your clients' data stays with you.
Preciso is installed on your servers. Your clients' accounting data stays there, under your sole control.
Discover Preciso in a demo.
See concretely how Preciso can help you analyse your clients, compare their performance and prepare your advice.
A personalised demo, no obligation.