Find quick answers to common questions about using Advise
Frequently asked questions
Not at all. Advise is built for non-technical users and removes the traditional barriers of business intelligence. Setting up your organisation and connecting your data is simple and guided. While creating data models may benefit from some financial knowledge, Advise includes smart tools—like AI-assisted categorisation—to support you every step of the way.
Yes. Every new organisation starts with a 15-day free trial of the Starter plan. You’ll have full access to all platform features and can upgrade or cancel at any time.
Only organisation workspaces require a paid plan. Individual users can create an account and join existing teams at no cost.
With Advise, you can:
- Connect to your accounting or sales system
- Build reports like P&L, operational, and sales dashboards
- Track budgets vs. actuals
- Drill down into financial performance
- Share your reports with your team or stakeholders using team seats
- Export reports to PDF, Excel, and CSV
Absolutely. You can build dashboards using drag-and-drop widgets based on your financial data. Each dashboard is tailored to your specific needs
Advise syncs your data daily after the initial import. You can also trigger a manual sync at any time.
Advise supports over 20 integrations, including Fortnox, Business Central, Xero, E-conomic, Visma, QuickBooks, and more. You can even import data via CSV.
Up to 5 years of historical data is imported during the initial sync, giving you deep context from the start.
Yes. All integrations use secure protocols (e.g. OAuth), and your data is safely stored within Advise’s infrastructure.
Each subscription includes a set number of Team Seats. You can invite others to your organisation and assign them roles (Owner, Admin, or Viewer) depending on the access they need.
Each team seat can be assigned a role with specific permissions:
- Owner – Can manage billing, invite others, and connect data sources
- Admin – Can access and edit all monitors
- Viewer – Can view only the monitors they’ve been granted access to
Viewer access is set per monitor and can be one of the following:
- Can edit – Full edit access
- Can view – Read-only access
- Not visible – No access to the monitor
Yes. You can upgrade, downgrade, or cancel your plan at any time from your billing settings.
You can create P&L statements, operational analyses, sales overviews, and fully custom models. Reports can include Actuals, Budgets, and visual Dashboards.
Yes. Reports can be exported to PDF, Excel, or CSV. You can even prepare print-ready reports for board meetings and stakeholders.
It’s an AI-powered tool that helps you categorise financial data, suggest groupings, and speed up report building. Ideal if you’re short on time—or experience.