For accounting & CAS firms
You have already changed what you sell. CentSight reviews every client’s books on a schedule and answers what comes next — so what lands with the client reads like guidance rather than a package.
Annual renewal expensed in one month
$4,495 bill · $375 belongs to June
Supplier invoice entered from the feed and by hand
Jun 14 · bank feed + manual
New vendor billing above this client's usual range
Jun 22 · first invoice
Software spend outside the client's own pattern
Jun · against 12 months of history
4 findings · each one opens the entries behind it
The advisory gap
The engagement letter says advisory. The month still ends the way it always did — a close, then a package — which is why the conversation about fees keeps coming back.
What the fee is for
What the month produces
Nothing in the second column is a performance problem. It is what a compliance rhythm produces, and it is the specific thing CentSight is meant to change.
Scheduled book review
CentSight runs a full review of a client’s connected books on the cadence you set. It reads every transaction in the period rather than a sample, and comes back with a list of what looks wrong and the entries sitting behind each finding.
It flags anomalies, miscategorised transactions, duplicate charges and unusual vendor activity — the same sweep a staff accountant makes before a package goes out, done before anyone opens the file.
Your team still decides what is a real error and what is just an unusual month. What changes is that the reading has already been done, on every client, not only the ones there was time for.
HW E-Commerce
Monthly · last run 1 Jul
Marketing Agency
Monthly · last run 1 Jul
Pulse HQ
Weekly · last run 28 Jun
Restaurant Group
Monthly · last run 1 Jul
Coastal Property Group
Weekly · last run 28 Jun
What it catches
Every finding names the transactions it came from, so the first thing your team does with it is check it rather than take it on faith.
Fees booked into deposits, owner draws sitting in expenses, a new vendor landing in the wrong account. The kind of thing that makes margin read wrong without making the statement look broken.
The same invoice entered twice, a subscription billed on two cards, a payment recorded from the bank feed and again by hand.
A vendor that has never billed above a certain level suddenly does, or one that bills every month quietly stops.
Movement judged against how this client's books normally behave, rather than a generic rule that flags every seasonal business every quarter.
After the package goes out
The findings explain what happened. The client still wants to know what it means — usually a week after the package landed, and usually in a question nobody can answer without opening the file again.
Anyone on the team can ask in plain English and get a figure computed against that client’s ledger, with the transactions behind it attached. Rephrasing the question doesn’t move the number, because the number was computed rather than written.
That is the difference between sending a report and having a conversation — which is the part the advisory fee was for.
Why did net income drop last month?
Net income fell $4,120 against last month, but the business didn’t get worse. An annual software renewal was expensed in full in June; only one month of it belongs there.
Source: 1 bill entry · Jun 4 · QuickBooks Online
The rest of the analyst
Everything here runs on the same read-only connection to the same client books. The product page covers each part properly rather than repeating it on every page.
Kept apart
A review on one client cannot read another one's books. Each company is its own workspace with its own connections and its own history, so separation is structural rather than something your team maintains by hand.
HW E-Commerce
Connected to QuickBooks, Chase, Stripe
Marketing Agency
Connected to QuickBooks, BofA, HubSpot
Pulse HQ
Connected to QuickBooks, Mercury, Stripe
Restaurant Group
Connected to QuickBooks, Wells Fargo, Slack
Separate data, separate history, separate connections. Nothing crosses between columns.
How firms adopt it
Most of this starts inside the firm and stays there for a while. For a CAS practice the third rung is the one with money attached — a scoped workspace inside the retainer, sold as an add-on, or under your own brand — but it is a decision you make later, not a condition of starting.
Where every firm starts
Advisors use CentSight as their own tool — asking, reviewing, and deciding what's ready before anything reaches a client.
Once it has earned it
Clients see the work an advisor creates in the tool — reports, analysis, answers — without touching it directly themselves.
If and when you want it
Clients get their own access: a 24/7 financial analyst working for them, inside the workspace your firm still controls.
The firm decides which rung it is on, and when that changes. Nothing moves to a client without you putting it there.
Common questions
No. The connection is read-only and stays that way. A review produces a list of findings with the entries behind each one; the corrections are made by your team, in the client's file, the way they always have been.
You set the cadence per client, so a review can sit before close, after close, or both. A client you have just taken on can run weekly while you clean up the history, then drop back to monthly.
No. It reads the books you already keep, in whatever state they are in on the day it runs. Nothing about your close checklist, your workpapers or your software has to move for it to be useful.
It does the sweep — reading every transaction in the period and pulling out what looks wrong. What it does not do is decide which findings are real errors, correct them, or explain them to a client. That judgement stays with the person who signs the work.
That is the case it is most useful in. It reads the whole period rather than a sample, so a messy file produces a longer list of findings, not a worse one. What your team does with that list is a scoping conversation, not a software problem.
We’ll connect a real set of books, run a review, and walk through what it found with you — including the things you already knew were in there.
Running a fractional CFO or advisory practice? That pitch is on its own page.