Monitor your entire client base in one app.
Predict risks proactively. Prescriptive analytics.
Recommend with tailored AI insights.
Upskill advisors & scale impact.
It tells advisors who needs attention, what to do next, and why it matters.
“When Automation Meets Advisory: Why Our Partnership with Artifact AI Matters”
With our 5 step approach, your team can confidently move from insight to action. Book a demo today to see how top firms are implementing proactive advisory.
“Most firms will just send over the financials and stop there. With 4impactdata, we’re coming to clients with real solutions and recommendations before they even ask.”
These figures show how firms are driving both revenue and stickiness with CAS.
4impactdata is a Decision Intelligence Platform built for growing CPA firm Client Advisory Services (CAS). It applies Codified Wisdom to help advisors turn financial and operational information into clear guidance. The platform enables firms to monitor their entire client base, anticipate risks and opportunities, and guide better decision making without increasing staff.
The platform is designed for CAS leaders, managing partners, transformation leaders, firm operations teams, and fractional CFOs who want to expand advisory impact at scale. Whether a firm supports 10 businesses or 500, 4impactdata increases the team’s capacity to guide business owners with clarity, confidence, and consistency.
Dashboards and business intelligence tools focus on visibility and historical reporting, showing what happened. 4impactdata goes further by applying decision intelligence to help advisors determine what to do next and why. The platform prioritizes actions, weighs options, and provides context so firms can move from reporting to proactive guidance.
Many firms struggle with limited capacity, reactive client conversations, and inconsistent quality of guidance across the team. 4impactdata addresses this by continuously monitoring signals, surfacing early indicators of risk or opportunity, and prioritizing next steps so advisors can focus on strategic decisions rather than manual analysis.
The platform allows firms to monitor the health of their entire client base, identify emerging risks and opportunities, prioritize advisory actions, benchmark performance, and deliver consistent decision support across every relationship.
Yes. 4impactdata connects with platforms such as QuickBooks Online, Xero, Sage, Digits, and other leading financial systems, along with CRM and ERP environments firms already rely on. Integrations are designed to support adoption with minimal operational lift.
4impactdata surfaces early decision signals such as customer concentration exposure, liquidity pressure, margin erosion, late payment trends, and weakening performance patterns that often go unnoticed until it is too late.
AI is used as a supporting capability within the decision intelligence framework. It helps identify patterns, surface signals, and support forecasting, while decision intelligence governs how those insights are prioritized and applied.
Yes. Security is maintained through enterprise-grade encryption, ISO 27001 certified infrastructure, and strict access controls. After processing, transit data and descriptive information are permanently deleted to reduce exposure.
Information is stored and processed in controlled stages within Microsoft Azure’s SOC 1 Type 2 compliant environment, with separation between descriptive and analytical data.
Yes. 4impactdata operates within internationally recognized security and compliance standards through certified cloud infrastructure.
Pricing is based on firm size and the number of businesses supported, with flexible tiers and enterprise options available. A short discovery session can provide an accurate quote.
Yes. Firms can schedule a short virtual demo to see how 4impactdata applies decision intelligence to prioritize decisions and guide advisory conversations. Book a demo here.
Most firms complete onboarding within 1 to 2 weeks, including setup, integrations, and advisor enablement.
Firms have reported margin improvement, faster client decisions, reduced preparation time for advisory work, and lower client churn.
By prioritizing decisions and surfacing risks and opportunities earlier, advisors can guide business owners proactively, strengthening trust and long-term relationships.
No. 4impactdata enhances the advisor’s role by supporting decision making and prioritization, allowing advisors to focus on interpretation, coaching, and strategy.
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