InsightStop guessing at your own numbers.
Insight brings your retainers, capacity, renewals and revenue together in one place — and an AI advisor working from your real numbers tells you what deserves your attention this week.
Sample data, no signup. Or book a call and we look at your real numbers.
What you always find out too late
These are never complete surprises. It’s information you already had — it just lived in four different places, so nobody added it up in time.
One client becomes half your revenue
Quietly, over six months. You notice the day they mention scaling back their retainer.
A retainer’s scope creeps
The work delivered has exceeded what was sold for months. Nobody has put a number on it.
A renewal goes silent
Two follow-ups, no reply. It only shows if someone looks at the right column.
Your capacity is already maxed out
You take on one more retainer because the full math was never done.
A command center, not another dashboard
Your numbers, together
Recurring retainers, revenue, capacity, renewals, expenses. One place, up to date.
What needs attention
The AI advisor reads your data and surfaces what moved — concentration, scope, silence, margin.
A scenario engine
“If I lose this client”, “if I hire someone”, “if I raise my rates 10%”. On your real numbers.
The difference with a spreadsheet: a spreadsheet shows you what you asked it for. Insight tells you what you didn’t think to ask.
Built for businesses that live on recurring retainers
Agencies, consulting firms, coaches, independent professionals, fractional CFOs. If your revenue comes from a handful of clients paying every month rather than many one-off transactions, you’re living exactly the problem this solves.
It’s probably not for you if: your revenue comes from one-off sales rather than retainers, you already have a controller watching these numbers every week, or you have fewer than three clients — at that scale, you hold them all in your head.
They stay yours
They are never used to train models and never sold. The AI advisor reads them to answer you, nothing more. They are deleted the moment you ask. These are your financial numbers: the question comes before everything else, and the answer should be short.
Twenty minutes, and you’ll see if it applies
I’ll show it to you live on sample data, and we’ll look together at whether your own numbers fit into it. If it’s not useful in your case, I’ll tell you.
Book a 20-minute callOr write to me: denis@tryinsight.app