For U.S. Accounting Firm Owners
You already know how to advise your clients.
Now you'll know exactly when.
Advisory Machines monitors 150+ external data sources across your client list
and tells you exactly who to call, what to say, and why it matters right now.
Currently in beta. Accepting early access firms.
No client financial data involved. Advisory Machines never uses your clients' books, tax returns, or private information.
The Opportunity Gap
The advisory revenue is already in your book.
You just can't see it.
Most of your clients have something happening right now that justifies an advisory conversation. A hire in a tight market. A regulatory change they haven't noticed. A competitor making moves. You have the expertise. What you don't have is the time to watch every client's world every week. That's what Advisory Machines does.
Delivered the moment it happens
Real advisory intelligence, not generic alerts
No daily digest of noise. The instant a signal that matters to a specific client fires, a ready-to-use opportunity lands in your dashboard. Scored, sourced, and explained.
Estimated impact for Franklin Barbecue
$15,000 to $50,000/year
Potential savings from structured compensation planning
Email subject
Opening line
Discovery question
Win in both halves of your book
Built for how CPA firms actually grow.
Turn compliance-only clients into advisory relationships
- Surface specific, dollar-impact reasons to reach out to the 60-70% of your book that doesn’t pay for advisory today
- Start conversations with clients who never asked for more than a tax return
- Turn one-off compliance engagements into recurring advisory revenue
- Reach them before a competitor does
Make existing advisory relationships visibly higher value
- Proactively reach out to your clients the week something changes in their market, not the quarter after
- Catch competitor moves, regulatory exposure, and cost pressure before your client does, and get on their calendar with a specific reason
- Strengthen the "you saw it first" reputation that drives referrals
- Increase advisory fees because the work is visibly higher value
How it works
Five steps. Almost nothing to maintain.
Add your clients.
Name, website, state. Under 30 seconds each. Nothing for them to install.
We start watching their markets.
150+ external data sources. Economic shifts, labor trends, regulatory changes, competitor moves. All public. None of it touches your clients' books.
Noise gets filtered out.
Not every signal is worth your time. We score against your client's industry, size, and geography. Only what crosses the relevance threshold makes it through.
Opportunity cards surface when something changes.
Each card shows the client, the signal, an estimated dollar impact, an advisory angle, and a conversation starter: subject line, opening line, discovery question.
$15K to $50K /yr
You reach out with something specific.
Copy the talking points, send the email, pick up the phone. The hour of research is already done.
Email subject
What it adds up to.
150+
External data sources monitored
$5K to $75K
Estimated impact per opportunity
24/7
Every client, watched automatically
Zero
Manual research hours
Built for CPA compliance standards
Your clients' private data never enters the system. Ever.
Zero client financial data
No books, no tax returns, no bank feeds, no anything from your client's files.
External signals only
Everything we monitor is externally observable, the same information any journalist, analyst, or competitor could see.
Full transparency
Every opportunity shows you exactly which source it came from. Your client can verify every signal themselves.
Advisory Machines is designed around the compliance posture of CPA firms. Nothing you do inside the platform puts your license or your client relationships at risk.
Frequently asked questions
What is Advisory Machines?+
Advisory Machines monitors 150+ external public data sources for an accounting firm's clients and surfaces scored advisory opportunities - telling you who to call, what to say, and why it matters right now.
Who is it for?+
U.S. accounting firm owners and CPAs who want to grow advisory revenue without doing manual research on every client.
Does it use my clients' financial data?+
No. Advisory Machines never touches your clients' books, tax returns, or private financial information. It works entirely from public, external signals.
What data does it monitor?+
Over 150 public sources - labor and economic data, regulatory filings, weather and disaster alerts, business registries, and more.
How does it decide what to surface?+
Each opportunity is scored and comes with an estimated dollar impact, the evidence behind it, and a first-person advisory angle you can use with the client.
Is it available now?+
Advisory Machines is in beta and accepting early-access firms via the waitlist.
Early access
Get early access
We're onboarding a small group of early access firms. Join the waitlist and we'll reach out when your spot opens.