Turn Client Data into Business intelligence

Perfino AI connects Finance, Operations, and Payroll systems into one intelligent dashboard helping CPAs deliver clear, actionable insights to every client, every month.

Clients Expect More Than Reports

Clients today want more than bookkeeping they expect strategic insights. Yet, most data sits across disconnected systems: accounting software, payroll tools, and operational platforms that rarely talk to each other.

From Financials to Business Intelligence

Perfino AI connects to tools like QuickBooks and other financial, operational, or payroll systems whether third-party, agency managed, or internal. Every month, Perfino AI refreshes client data and generates dashboards that go beyond reporting offering AI-powered, actionable insights.

Seamless Integrations – QuickBooks, CRMs, ERPs, custom systems
Actionable AI Insights – Clear next steps to improve performance
Automated Dashboards – Up-to-date KPIs with no manual input
Client Management Tools – Onboard and monitor multiple clients
Secure Platform – Enterprise-level encryption keeps data protected
Pre-Built KPI Templates – Ready-to-use insights across Finance, Operations, and Payroll
Custom Dashboards – Advanced service for unique KPI needs

How It Works

Connect Client Systems

Link QuickBooks, CRMs, or other tools securely.

Automated Data Sync

Monthly refreshes, no manual effort.

AI-Driven Dashboards

Real-time Finance, Operations, and Payroll KPIs.

Deliver Advisory Insights

Share meaningful, data-backed recommendations.

Why CPAs Love Perfino AI

For CPAs

For Business Owners

Security & Compliance

Your Data.
Secure, Compliant, and Protected.

Perfino AI is built on the Microsoft Azure cloud platform, leveraging Azure’s enterprise-grade security, encryption, and global compliance certifications including SOC 2 Type II, ISO 27001, and GDPR frameworks. All financial and operational data is encrypted in transit and at rest, ensuring your clients’ information remains confidential, compliant, and under your firm’s control.
The platform adds further protection through role-based access, audit logging, and continuous monitoring maintaining high standards of security trusted by accounting professionals.

Powering Accuracy, Efficiency, and Measurable Results

Perfino AI helps CPAs focus on analysis and strategy measurable progress, every month.

Faster reporting turnaround

0 %

Higher client retention among advisory firms

0 %

Control of data security and ownership

0 %

What Modern CPAs Say About Perfino

Perfino helps us look like a CFO team, not just accountants.

Lauren D Partner, CPA Firm, New York

We replaced three tools with Perfino. Our clients love the dashboards.

Mark R CPA, Illinois

Frequently Asked Questions

Does Perfino integrate with my accounting software?

Yes — Perfino connects securely with QuickBooks.

Is my data safe?

Perfino uses encrypted, enterprise-grade infrastructure with full client data ownership retained by your firm.

Can I white-label Perfino for my firm?

Yes. You receive your own subdomain and branded portal for a consistent client experience.

What does onboarding look like?

Start with two or three clients on a free pilot, then expand through our revenue-share model.

Still have questions?

Can’t find the answer you’re looking for? Reach out to us at sales@perfino.ai — we’re here to help!

Industry-Ready Dashboards. Advisory-Ready Outcomes.

Perfino adapts to your client mix — whether you work with dentists, retailers, or SaaS founders.

Healthcare & Dentists

Track collections, profitability, and appointment trends.

Retail & Manufacturing

Monitor inventory, margins, and seasonal sales patterns.

Professional Services & SaaS

Measure recurring revenue, utilization, and client ROI.

Empower Your Clients. Elevate Your Practice.

Join the next generation of CPAs using AI-driven insights to strengthen client relationships.

Turn Client Data into Business intelligence

Clients Expect More Than Reports

Missed Advisory Opportunities

Time-Consuming Manual Reporting

No Unified View of Client Performance

From Financials to Business Intelligence