Advisory Insights are coming to Client Accounting – here’s what you need to know
We’re making it easier to get started with Insights in Client Accounting in Practice Compliance.
We're introducing six pre-configured Advisory Insights that are set up and ready to run from day one. That means less time building queries from scratch, and more time spotting patterns across your client base and starting the right conversations earlier.
What’s changing?
Using Insights previously meant building your own queries from scratch.
That’s now changing. Six ready-to-run insights will be available from day one across every client in your book, with no additional setup tasks.
These insights cover:
- Current ratio
- Revenue growth
- Net profit margin
- Debt-to-equity
- Asset turnover
- Debtor days
Why it matters
Instead of manually reviewing files or building custom queries, you’ll be able to quickly see patterns across your whole client base and identify where a conversation may be needed.
That means you can more easily answer questions like:
- Which clients have a current ratio under 1?
- Whose debtor days are trending out?
- Where are the outliers across the book?
For practices looking to grow their advisory services, this is a practical starting point. The intelligence is already in the ledger — these insights simply make it visible and actionable.
When is it coming?
The six pre-configured Advisory Insights are planned for mid to late April 2026.
Do you need to do anything?
The six pre-configured Advisory Insights are planned for mid to late April 2026.
No action is needed. The six insights will simply be there when you open Insights.
If you have questions in the meantime, please leave a comment or reach out to your MYOB support contact.
