Your client understands
what changed.
Present financial statements and metrics visually. Put changes in context before discussing decisions.
FOR ACCOUNTING FIRMS
YOUR CLIENT
SEES NUMBERS.
HELP THEM
SEE VALUE.
Turn the trial balance into a management presentation your client can understand. Show results, explain changes and lead the next conversation with greater clarity and confidence.
SHOW ME HOW IT WORKS ↗ Explore the product screens ↓Demo with our team · No trial balance needed to request contact
YOUR EXPERTISE.A PRESENTATION TO MATCH.
FINANCIAL STATEMENTSMETRICSAI-ASSISTED ANALYSISMANAGEMENT PRESENTATIONS
MAKE THE VALUE OF YOUR WORK VISIBLE
THE BOOKS ARE CLOSED.
NOW THE CONVERSATION STARTS.
Your firm knows the business. SisCount helps turn that knowledge into a meeting that goes beyond delivering documents.
Your client understands
Your expertise has
a place in the meeting.
Use the presentation to explain results and raise the questions the business owner needs to answer.
A client deliverable
you can repeat.
Organize management analysis by client and accounting period. Build a presentation routine your firm can maintain.
EXPLORE WHAT YOU WILL USE
REAL PRODUCT SCREENS.
CLEARER CONVERSATIONS.
Explore three product views. Select a feature and enlarge the screen to see the details.
FROM BALANCES TO INSIGHTShow where
Show where
the results come from.
Walk through revenue, costs and expenses in the income statement. Focus the conversation on the lines that need attention.
CONTEXT FOR THE NUMBERSInvestigate the signals.
Investigate the signals.
Review the analysis.
Explore metrics with support from the AI assistant. Combine the analysis with your knowledge of the client before presenting a conclusion.
PLANNING ON THE AGENDACompare the plan
Compare the plan
with reality.
Present actuals against budget, investigate variances and use scenarios to structure the conversation about next steps.
Screenshots show the interface in Portuguese. The figures shown are not promised outcomes for your firm.
SOLUTIONS FOR YOUR WORKFLOW
MORE CLARITY.
IN EVERY ANALYSIS.
Choose what you want to present more clearly. Explore solutions for your accounting firm or your own business.
01 / SISCOUNT
Management presentations
Explain results through a narrative that guides the meeting.
EXPLORE SOLUTION ↗02 / SISCOUNTTrial balance analysis
Find the changes worth discussing.
EXPLORE SOLUTION ↗03 / SISCOUNTManagement income statement
Connect revenue, costs and expenses to results.
EXPLORE SOLUTION ↗04 / SISCOUNTBalance sheet
Bring financial position into the management review.
EXPLORE SOLUTION ↗05 / SISCOUNTFinancial statements
Organize different perspectives into a clear presentation.
EXPLORE SOLUTION ↗06 / SISCOUNTManagement metrics
Give context to the metrics that guide the discussion.
EXPLORE SOLUTION ↗IN YOUR FIRM’S DAILY WORK
FROM TRIAL BALANCE
TO THE MEETING.
A process for turning accounting information into a deliverable your client can follow.
See how it works for my firm ↗- 01
Prepare the data
Organize the trial balance and check which import format fits your workflow.
- 02
Review the analysis
Explore financial statements, metrics and AI features. Validate the information against the client’s context.
- 03
Lead the presentation
Use presentation mode and export options to show results and discuss next steps.
PROFESSIONAL PRESENTATIONS
OUR TECHNOLOGY.
YOUR EXPERTISE.
YOUR BRAND.
The tool helps with preparation. In the meeting, your firm knows the client, explains the numbers and guides the conversation.
- Presentation customization
- PDF and PowerPoint exports
- Presentation mode for meetings
- Shareable management presentations
DISCOVER SISCOUNT FOR YOUR BUSINESS.
Request a demo for your accounting firm or to manage your own business. Tell us how you plan to use SisCount so we can show you the features that fit your workflow.
BEFORE YOU START
QUESTIONS
FROM YOUR FIRM.
Do I need to replace my accounting system?
SisCount focuses on management presentations and analysis. Tell us which accounting system you use during the demo so we can check compatible import formats and workflows.
What will I see in the demo?
A walkthrough of features relevant to your firm: financial statements, metrics, AI assistance and management presentations. You can also discuss setup, support and commercial terms.
Does AI replace my review?
The analysis should be reviewed by the professional who knows the client. Use AI to help explore data and prepare the analysis, checking the underlying information and context before drawing conclusions.
Can I present results under my own brand?
The platform offers customization and export features. During the demo, see how to apply your branding to deliverables and which options are available.
How much does it cost? Is there a trial?
Ask about pricing and trial options for your firm. Our team can help identify a plan and features suited to your client service workflow.
Do I need to send client data to request a demo?
You do not need to send a trial balance to request contact through this form. Before sharing documents, ask our team about data access, storage and processing.
Legal documents are available in Portuguese.
RESOURCES FOR YOUR ADVISORY WORK