The Decision Intelligence Platform for CAS and Advisory

Built for growing CPA firm CAS and Advisory, powered by Codified Wisdom TM
4impactdata, a Platform built for Client Advisory Service teams and Advisory Leaders

Award-winning platform

Technology Innovation Award

CPA Practice Advisor

Go-To Authority for CAS Tech

CPA Trendlines

Startup Accelerator

AICPA and CPA.com

4impactdata, a Platform built for Client Advisory Service teams and Advisory Leaders

Key features

Monitor every client, anticipate what matters, and guide decisions at scale. All in one platform.

Monitor

Monitor your entire client base in one app.

Predict

Predict risks and opportunities

Recommend

Recommend with tailored AI insights.

Upskill

Upskill advisors & scale impact.

What is Decision Intelligence?

Decision Intelligence is software that supports and improves decision making by combining data, analytics, expert knowledge, and artificial intelligence.

Codified Wisdom Decision Intelligence Engine Infographic - 4impactdata White Logo

4impactdata’s Business Guidance System is a Decision Intelligence Platform built for growing CPA firm CAS and Advisory.

Trusted by Firms and Advisors

Connected by design

Connect seamlessly to the tools your firm already uses, including QuickBooks, Sage Intacct, Xero, and more.

quickbooks
Sage Intacct Icon - Circle - Integrations with 4impactdata
Xero's online accounting software connects small business owners with their numbers, their bank, and advisors anytime.
4impactdata, a Platform built for Client Advisory Service teams and Advisory Leaders

What is Codified Wisdom?

Codified Wisdom is 4impactdata’s approach to Decision Intelligence.

The Business Guidance System applies Codified Wisdom to each Client Advisory Service (CAS) and Advisory client to deliver proactive guidance.

Read more about Decision Intelligence

The Business Guidance System

Decision Intelligence for CAS and Advisory

Whether you serve 10 clients or 100, 4impactdata gives your team the capacity to deliver at scale.

4impactdata's Business Guidance System

Manage all of your clients on a single platform.

Book a demo today

Spend 15 minutes now, save hours every month.

Frequently asked questions

Decision Intelligence is the discipline and technology that turns data into clear, prioritized decisions. Instead of focusing on reports or dashboards, decision intelligence structures data, analytics, and artificial intelligence around the decisions advisors and business owners need to make, helping determine what action should be taken next.

Artificial intelligence is a supporting capability that helps identify patterns, surface signals, and assist with forecasting. Decision intelligence sits above AI and defines how those insights are evaluated, prioritized, and applied. In simple terms, AI helps generate insight, while decision intelligence governs how that insight becomes a decision.

CAS firms are expected to deliver proactive guidance at scale, but traditional reporting tools do not support consistent decision making. Decision intelligence helps firms prioritize actions, focus advisor attention, and deliver clearer guidance across their client base without adding headcount.

4impactdata applies decision intelligence by organizing information around decisions rather than reports. Capabilities such as Time Horizon help advisors prioritize short-term and long-term actions, while Business Personality Profiles provide context on how clients tend to make decisions, improving alignment and adoption.

4impactdata is purpose-built to support decision making in accounting and CAS advisory contexts. It combines data, analytics, and AI within a decision-centric framework that prioritizes actions, provides context, and supports consistent advisory guidance across firms.

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