MoneyFinder
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For accounting firms

Walk into every
client meeting
prepared.

MoneyFinder turns the client information your firm already holds into conversations worth having. It surfaces what deserves attention and helps you prepare before the meeting starts.

See MoneyFinder in actionView product walkthrough
Secure by designPrivacy-first foundationsBuilt for accountantsDesigned around client conversationsProfessional judgementYou decide what progresses

Good morning, Sarah

Friday, 24 MayThree clients deserve your attention today.
Worth talking to3Evidence-backed conversations
Follow-ups2Already in motion
Opportunities spotted3For your judgement

Clients worth talking to

MoneyFinder ranks the strongest reasons to start a conversation.
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1
Nova Engineering Pty Ltd

Payroll growth and headcount point to a conversation worth having.

Payroll +34%Prepare conversation →
MoneyFinder stays quiet when the evidence is not strong enough.

Your client book already contains signals.

The challenge is finding them before the next conversation.

Payroll changed

Headcount or payroll costs have moved significantly.

Revenue moved

Revenue, margins or cash flow show meaningful change.

A service isn't being used

A useful service may be worth discussing with the client.

MoneyFinder connects those signals to conversations your firm may otherwise miss.

How MoneyFinder works

From signal to outcome in four simple stages.

  1. 1

    Detect

    MoneyFinder analyses the information your firm already holds.

  2. 2

    Understand

    It identifies signals, evidence and conversations worth considering.

  3. 3

    Prepare

    You get a clear conversation brief before you speak with the client.

  4. 4

    Prove

    Actions and outcomes create a visible record of value delivered.

A real MoneyFinder moment

From a signal to a conversation.

Nova Engineering Pty Ltd
Signal detectedPayroll increased by 34%↑ 34% vs last year
Why it mattersHeadcount grew from 19 to 21Growth may change what the client needs.
EvidenceSustained growth across the yearNot a one-off movement.
ConversationPayroll / workforce reviewA reason to check in, not an automatic recommendation.
Payroll
$1.48M ↑ 34%
Employees
21 ↑ 7
Current services
Tax · BAS · Payroll
Potential conversation
Payroll / Workforce Advisory

Why MoneyFinder surfaced this

Nova's workforce and payroll have grown significantly while its service relationship with the firm hasn't changed.

“I noticed the team has grown quite a bit since we last reviewed things…”
See how the conversation is prepared
Payroll growth↑ 34%
Illustrative client signal

MoneyFinder doesn't replace the accountant.
It helps them notice more.

Evidence first

See the data, context and why something was surfaced.

Professional judgement stays yours

You decide which conversations to have.

You stay in control

Nothing happens automatically. You choose what progresses.

See MoneyFinder in action

A personalised walkthrough of how MoneyFinder helps your firm notice more, prepare better and keep follow-through visible.

Book a personalised demo15 minute call · No obligation · Tailored to your firm