Financial Data Analysis & Insights

Turn Your Transaction Data Into Actionable Business Intelligence

You have the data. We analyze it. You make better decisions.

Get custom financial analysis, spend insights, profitability reviews, and tax optimization strategies based on YOUR actual transaction data.

What We Analyze

We Dig Into Your Data:

Spending patterns and trends
Vendor relationships and costs
Revenue streams and profitability
Cash flow patterns
Tax optimization opportunities
Budget vs actual performance
Year-over-year changes
Seasonal variations
Cost reduction opportunities
Financial KPIs and benchmarks

You Get:

Clear, actionable insights
Visual charts and dashboards
Specific recommendations
Trend identification
Problem areas flagged
Opportunities highlighted

Monthly Insights Subscription

Insights Basic - $149/month

Perfect for: Small businesses wanting regular visibility

What You Get Monthly: - Executive summary report (2-3 pages PDF) - Top spending vendors ranked - Category breakdown analysis - Month-over-month comparison - Key metrics dashboard - Unusual transaction alerts - 3 actionable insights identified

Delivery: By 15th of each month (for prior month)
Requirements: Transaction data (from our services or your system)

Insights Professional - $299/month ⭐ MOST POPULAR

Perfect for: Growing businesses making strategic decisions

Everything in Basic, plus: - Cash flow trend analysis - Profitability analysis (by service/product if applicable) - Vendor concentration risk assessment - Payment timing optimization recommendations - Budget variance reporting (if budget provided) - Year-over-year comparison - Quarterly deep-dive report (4x per year)

Delivery: Monthly report + quarterly 10-page analysis
Includes: Email support for questions about reports

Insights Executive - $499/month

Perfect for: Businesses wanting strategic financial guidance

Everything in Professional, plus: - Monthly 30-minute strategy call - Custom analysis on request (1 per month) - Industry benchmark comparisons - Tax planning recommendations (quarterly) - Financial forecasting (90-day rolling) - KPI tracking (custom metrics) - Priority response to questions

Delivery: Comprehensive monthly package + consultation
Includes: Direct phone/video access to experienced accountant

One-Time Analysis Services

Comprehensive Spend Analysis - $399

Deep dive into where your money goes

10-15 page detailed report covering: - Top 50 vendors by total spend - Spending by category breakdown - Month-by-month trend analysis - Year-over-year comparison (if multi-year data) - Duplicate payment identification - Vendor concentration risks - Cost reduction opportunities (5-10 specific recommendations) - Average transaction size analysis - Payment method breakdown

Timeline: 7-10 business days after data receipt
Data needed: 12 months of transaction data (minimum 6 months)
Perfect for: Annual review, budget planning, cost-cutting initiatives

Tax Optimization Analysis - $499

Find missed deductions and tax-saving strategies

Comprehensive tax review including: - Missed deduction identification - Expense categorization optimization - Entity structure evaluation - Estimated quarterly tax projections - Year-end tax planning moves - Timing strategy recommendations - Home office deduction analysis (if applicable) - Vehicle expense optimization - Meal & entertainment tracking - Business vs personal expense review

Timeline: 5-7 business days
Data needed: Full year of business transactions
Perfect for: S-Corp owners, high-income freelancers, growing businesses
Bonus: Includes 30-minute consultation to discuss findings

Profitability Analysis - $599

Understand which customers, products, or services make money

Detailed profitability breakdown: - Revenue by customer/product/service - Cost allocation by revenue stream - Gross margin analysis - Net profit by category - High-margin vs low-margin identification - Customer lifetime value estimation - Revenue concentration risks - Pricing optimization recommendations - Focus area recommendations

Timeline: 10-14 business days
Data needed: Revenue AND expense data with customer/product assignment
Perfect for: Service businesses, e-commerce, contractors, consultants

Cash Flow Forecasting - $449

Predict future cash needs and optimize timing

90-day cash flow projection including: - Historical cash pattern analysis - Seasonal trend identification - Cash runway calculation - Working capital needs assessment - Payment timing optimization - Accounts receivable analysis (if applicable) - Accounts payable strategy - Recommendations for cash management

Timeline: 7-10 business days
Data needed: 12 months historical transaction data
Perfect for: Growing businesses, seasonal operations, large purchase planning
Update service: Monthly updates available for $199/month

Annual Strategic Financial Review - $999

Comprehensive analysis with strategic consultation

Complete financial assessment (25-35 page report): - All analyses above combined - Multi-year trend analysis - Industry benchmark comparison - Strengths and weaknesses identified - Growth opportunity assessment - Risk identification - Strategic recommendations - 12-month action plan - PLUS: 60-minute strategy consultation - PLUS: Recorded video presentation of findings

Timeline: 14-21 business days
Data needed: 2-3 years of complete financial data
Perfect for: Annual planning, investor presentations, strategic decisions
Includes: Follow-up email support for 30 days

Custom Analysis Projects

Need something specific? We can analyze:

Vendor negotiation opportunities: $299-499
Fraud risk assessment: $399
Department/location profitability: $499-799
Customer acquisition cost analysis: $399
Inventory turn analysis: $299
Labor cost efficiency: $399
Marketing ROI analysis: $449
Custom KPI dashboard creation: $599-999

Add-Ons to Other Services

Already using our other services? Add analysis for less:

Add to Monthly Bookkeeping Service:

Basic Insights: +$99/month (save $50)
Professional Insights: +$199/month (save $100)

Add to Year-End P&L Service:

Annual insights report: +$149 (save $250)
Tax optimization analysis: +$299 (save $200)

Add to Data Integration Service:

Monthly dashboard refresh: +$99/month
Quarterly analysis: +$249/quarter

How It Works

Step 1: Data Collection

You provide transaction data in any format: - Export from QuickBooks, Wave, Xero, or other software - Use our Data Integration service to create clean files - Provide bank/credit card statements - Send us any financial reports you have

We accept: CSV, Excel, PDF, QuickBooks files, or use data from our other services

Step 2: Data Analysis

We analyze using: - Spend pattern recognition - Trend identification algorithms - Category analysis - Vendor normalization and grouping - Time-series comparisons - Statistical analysis - Financial ratio calculations

Quality assurance: Every analysis reviewed by experienced accountant

Step 3: Insight Generation

We identify: - Unusual patterns or anomalies - Cost-saving opportunities - Revenue optimization possibilities - Tax planning strategies - Cash flow improvements - Risk areas - Growth opportunities

Focus on: Actionable recommendations, not just data dumps

Step 4: Report Delivery

You receive: - Professional PDF report with charts and graphs - Executive summary (1-2 pages) - Detailed analysis sections - Visual dashboards - Specific recommendations - Priority action items

Delivery method: Secure portal download + email notification

Step 5: Consultation (If Included)

For services including consultation: - Scheduled video or phone call - Walk through findings - Answer your questions - Discuss implementation - Provide additional context - Recorded for your reference (if video)

What Makes Our Analysis Different

Accountant-Led Analysis

Not just data scientists. Our analysis includes tax implications, accounting best practices, and compliance considerations.

Actionable Insights

Every report includes specific, prioritized recommendations you can implement immediately.

Clean Data Advantage

If you use our extraction or bookkeeping services, data is already normalized and accurate. Better data = better insights.

Vendor Expertise

Our vendor normalization means we can identify spending patterns others miss. "Amazon" spending is consolidated, not scattered.

Multi-Company Benchmarking

We can compare your metrics to anonymized data from similar businesses (with your permission).

Visual Presentation

Charts, graphs, and dashboards make insights easy to understand. No accounting degree required.

Confidential & Secure

Your financial data is handled with same security as tax returns. IRS-compliant data protection.

Perfect For

Business Owners - Want to understand where money is going and need insights for better decision-making
Growing Companies - Making strategic decisions about expansion and need financial visibility
Cost-Conscious Businesses - Looking to reduce expenses and identify inefficiencies
S-Corp Owners - Need tax optimization strategies and want to maximize deductions
Seasonal Businesses - Need cash flow forecasting and want to understand patterns
Multi-Location Operations - Need location comparison analysis and profitable location identification
Businesses Seeking Funding - Need professional financial analysis to present to investors/lenders

Ready to Get Insights?

Stop guessing. Start knowing. Let us turn your financial data into actionable intelligence.

Schedule a Consultation to discuss your analysis needs.

Questions? - Email: admin@integrateacct.com - Phone: (208) 602-5452 - Office: 9460 W Fairview Ave, Suite 135, Boise, ID 83704

Compare Our Services

Not sure which service is right for you?

Financial Data Analysis - Turn data into insights and strategy
Monthly Bookkeeping - Full-service bookkeeping with financial statements
Custom Data Extraction - Get your data organized and import-ready

View All Services