Your numbers, translated for your next
hire. price increase. renewal. decision.

Insight brings your retainers, capacity, renewals and revenue into one single place. Meanwhile, Insight tells you what really deserves your attention, from your real numbers.

Built in QuébecEnglish and FrenchNo sign-up for the demo

“Can I afford to hire?”
Insight
$3,800of monthly net would remain after the hire.
“What do I actually make per hour?”
Insight
$210/hon average. Vantage is the lowest, at $145.
“When does that one renew?”
Insight
Oct 19Marek & Co., $4,500 a month. Call this month.
“How big has he gotten, really?”
Insight
22%Fable Commerce — close to your 25% ceiling.
login.tryinsight.app● animated preview
Overview
Proposed
Decisions
Clients
Revenue
Scenarios
Goals
Tasks
Expenses
Settings

Command Center

Practice performance and what needs doing now.
Sample data · fictional agency
Total MRR
$0
8 active retainers
Active Clients
0
Avg $4,050/client
Capacity Utilization
0%
Concentration Risk
0%
Top client: Fable Commerce
Your largest client's share of total revenue — high concentration means one departure would hurt.
i
Insight
Marek & Co.Renews Oct 19, 2026$4,500
Fable Commerce22% of MRR · top client$7,000
Vantage Advisory$145/h · lowest in the book$3,200
How it works

Five steps, in this order. The first one happens together.

Every implementation is done by hand, one step at a time, and you are guided through it. It's not a sign-up form — it's a call.

01

We enter your client book together.

Forty-five minutes. Your retainers, what they bring in, your fixed expenses. You leave with at least one thing about your business you didn't know that morning.

Together · 45 min · video call
Client book · entry
Fable Commerce — monthly retainer$7,000
Northlight Labs — monthly retainer$5,000
Marek & Co. — monthly retainer$4,500
Solis Wellness — monthly retainer$3,800
Boréal Studio — monthly retainer$3,400
Vantage Advisory — monthly retainer$3,200
Atelier Kite — monthly retainer$2,900
Rive-Sud Santé — monthly retainer$2,600
Salaries, contractors, rent, software, accounting($22,400)
02

Insight computes the four numbers.

Concentration, effective hourly rate, renewal exposure, monthly net. They already existed in your business — scattered across three systems and two heads.

Automatic · from the first entry
Concentration risk
22%
of recurring revenue rests on one client — Fable Commerce
Lowest effective rate — Vantage$145/h
Monthly net$10,000
03

Insight tells you what deserves your attention.

Not a dashboard you have to remember to open. An advisor that reads today's levels and tells you which ones matter right now and why.

Insight · in the app
Insight · right now
i

$4,500 of retainers renew in the next 90 days. That conversation goes better this month than next.

i

Fable Commerce is 22% of MRR against a 25% ceiling — close enough that I am watching it. If Marek & Co. goes, Fable moves to 25.1% and crosses the ceiling.

04

You test a decision before you make it.

A hire, a price increase, a client you turn down. The scenario runs on your real numbers, not on an end-of-day hunch.

Scenarios · on your data
Scenario · hire a strategist
Fully loaded monthly salary$6,200
Monthly net after the hire$3,800
MRR to add to restore today's net$6,200 · ~1.5 retainers
05

Every time you open it, the picture is rebuilt.

The brief, rebuilt from scratch every time you open it: where each number stands today. Insight reads levels, never crossings — it says what is true now.

The brief · today
Utilization81%
Concentration22% · your ceiling is 25%
Renewal exposure$4,500 · next 90 days
Expense coverage145% of recurring revenue
Cash cushion2.3 months
Why Insight

What you already do, and what it doesn't tell you.

None of these options is bad. None of them tells you, in a single read, which client is turning into a problem.

Insight The spreadsheetAccounting softwareA fractional CFO
Tells you what matters right nowThe moment you open itOnly if you go lookSilentOnce a month
Concentration, effective rate, renewals side by sideAlwaysIf you build it yourselfNot built for itYes
Scenarios on your real numbersHire, price, client turned downFragile after the second copyNoYes, on request
Always currentEvery time you open itRedone every monthCurrent, but silentNot between visits
SetupDone with you, 45 minYour half-dayYour accountantAn engagement
What it costsA monthly subscription, not an engagementYour time, every monthA subscriptionA recurring engagement
Who it's for

Recurring retainers, and you still make the calls.

It's for you if

  • You run an agency, a consulting firm, a studio or the like, with work that comes back.
  • You know last month's number to the dollar, but not which client is turning into a problem.
  • Financial decisions still go through you — the hire, the price, the client you turn down.

It's probably not for you if

  • Your revenue comes from one-off sales rather than retainers.
  • Someone already looks at these numbers every week.
  • You have fewer than three clients — at that scale, you hold them all in your head.
Your data

It stays yours. Never used to train a model, never sold. Insight reads it to answer you, nothing else. Deleted on request, in one go.

Twenty minutes, and you'll know if it applies.

Five to eight spots for Québec firms, free for 60 days.