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We sometimes get asked:

What services does Gain Insight offer?

Gain Insight provides comprehensive financial planning, analysis, and business information dashboard services tailored to meet the unique needs of each client.

Often we have bespoke requirements for each client, though they typically cover the following service fields:
- Financial and KPI Dashboards
- Accounts systems integrations
- Providing actuals Vs budgeted
- forecasts
- Aggregating data from business systems and software to drive forecasts
- Capital raises and deployment planning
- Cataloging business assumptions and risk profiling
- Integrated three statement models
- Commentary around business data for non-finance people
- Finance and accounting software and technology audits
- Financial modelling for various business activities and scenarios
- Consultancy services for an impartial view on your businesses current state
- Model maintenance and updates

If you have a requirement that you feel we might be able to support on, don’t hesitate to contact us to find out.

What types of business information dashboards does Gain Insight provide?

We offer customisable dashboards that integrate key performance indicators (KPIs), financial metrics, and real-time data from various sources to provide a clear, actionable view of your business’s performance.

Each build is bespoke to the individual business needs and the data sources available. If you’d like to discuss your specific business needs please book in a free 20 minute call with a member of our team.

What is the process for getting started with Gain Insight?

To get started, the first step is to schedule a free 20 minute consultation where we will discuss your business needs and objectives and if we could be a good fit to help.

If it feels like a good fit, we will then develop a tailored plan and provide a proposal outlining our recommended services and an expected timeline for the programme of works. We’re on hand during this period to answer any questions and provide examples and case studies of our experience and how we’ve dealt with similar challenges in the past. Once the proposal is accepted, we deploy our team to start work within 14 days.

Can you create dashboarding and reports systems that are bespoke to my team?

Yes that's often how we work, we can set granular permissions that allow the various members of your team to see and collaborate on the information that's most pertinent to them, whilst keeping any sensitive data private. We build with a view that the best way to gain value from the data is to share it effectively, so we recommend that every stakeholder in the company can transparently access targets and metrics in a self-serve fashion.

How can Gain Insight help my business improve its financial planning and analysis?

We have built an experienced team who have complementary skill sets. From heavy tech builds, business leadership, accounting, user experience design and management information to data governance and GDPR. Our skills have been consciously curated to build a complete team that can handle any of the varying FP&A scenarios that cross our desk. We do that through the following services, with our clients typically benefitting from:
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‍Cost Savings: Outsourcing can be more cost-effective than maintaining an in-house FP&A team, reducing expenses related to salaries, benefits, and training.

‍Expertise and Experience: We bring a broader specialised knowledge and experience, offering insights and strategies that may not be available internally.

‍Scalability and Flexibility: Businesses scale our services up or down based on their needs, providing flexibility to adapt to changing market conditions and business requirements.

‍Access to Advanced Tools and Technology: We use state-of-the-art tools and technologies for financial modelling, analysis, and reporting, ensuring more accurate and efficient processes.

‍Improved Focus on Core Activities: By outsourcing FP&A functions, businesses focus more on their core activities and strategic objectives, rather than getting bogged down by complex financial tasks.

‍Enhanced Decision-Making: We provide objective, data-driven insights and analysis, aiding in more informed and strategic decision-making.

‍Timely and Accurate Reporting: With dedicated resources and expertise, we ensure timely and accurate financial reporting, critical for effective business management.

‍Risk Mitigation: We provide help to identify potential financial risks and opportunities, enabling proactive management and mitigation strategies.

‍Access to Best Practices: We bring industry best practices to the table, ensuring that businesses benefit from the latest trends and methodologies in financial planning and analysis.

‍Increased Agility: Our work and the insight provided allows businesses to respond quickly to financial changes and challenges, providing agility in navigating market fluctuations and economic uncertainties.

What software and technology do the gain insight team typically work with?

There’s not many tech stacks we’ve not had experience working with now; from the standard spreadsheet to more sophisticated apps and software. These are the ones we’re most commonly using and working with:

Microsoft Excel
Microsoft BI
Salesforce
Datarails
Fathom
Quickbooks
Hubspot
Gusto
Stripe
Sage
Modano
Causal
XERO
Oracle
SAP
Google Sheets
Looker Studio
Tableau
Google Analytics
Certina
Python
Javascript
Zapier

Can you build products and solutions that our business can offer to its clients?

In short, YES. We have the capabilities to built and maintain software products in the financial space. Please get in touch to discuss your requirements.

Are your services available internationally?

Yes, our services are available globally. We have clients and partners in various countries and can provide support and solutions internationally.

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