Yes, iinsight^® integrates with several email platforms, including Microsoft Outlook and Gmail, allowing you to seamlessly manage your emails within the iinsight^® platform. You can easily send emails and track your communication history with clients, all without leaving iinsight^®. In addition, our software is fully integrated with Zoom, which enables you to schedule and manage online meetings and appointments with your clients and staff directly from the iinsight^® platform. You can also record and save these meetings for future reference. Regarding reporting, iinsight^® provides a lot of inbuilt reporting options while also allowing you to generate custom reports based on your specific needs. Our reporting feature includes a wide variety of filters and options that enable you to extract and analyse data from across the platform, providing you with insights into your business operations and performance.

Yes, iinsight^® integrates with several email platforms, including Microsoft Outlook and Gmail, allowing you to seamlessly manage your emails within the iinsight^® platform. You can easily send emails and track your communication history with clients, all without leaving iinsight^®. In addition, our software is fully integrated with Zoom, which enables you to schedule and manage online meetings and appointments with your clients and staff directly from the iinsight^® platform. You can also record and save these meetings for future reference. Regarding reporting, iinsight^® provides a lot of inbuilt reporting options while also allowing you to generate custom reports based on your specific needs. Our reporting feature includes a wide variety of filters and options that enable you to extract and analyse data from across the platform, providing you with insights into your business operations and performance.

We understand that time is of the essence when it comes to implementing new software and getting your business operations up and running as quickly as possible. In terms of implementation time, the timeline can vary depending on the size and complexity of your business and the extent to which you want to customise the platform. However, our dedicated team will work closely with you to get you up and running as soon as possible. We’ll guide you through the onboarding process and help you get started with using iinsight^® to manage your business operations more efficiently and effectively. To ensure a smooth transition to iinsight^®, we provide comprehensive training and support for all our clients. Our support team is available to answer any questions you may have and provide guidance and assistance as needed.

Absolutely! Our software, iinsight^®, is designed to be flexible and adaptable to suit the needs of a wide range of users, including sole traders. iinsight^® provides a range of features that can be useful for sole traders, such as client management, scheduling, invoicing, and reporting. With our software, you can easily manage your clients’ information, track their progress, and generate detailed reports to help you monitor your business performance. iinsight^® also offers a mobile app, which allows you to access your data and perform tasks on-the-go, making it easier to manage your business from anywhere. Our software is cloud-based, which means that you can access your data from anywhere with an internet connection, and you don’t need to worry about maintaining your own IT infrastructure. Additionally, iinsight^® is fully customisable to suit your business needs, allowing you to tailor the software to your specific requirements.

Yes, iinsight® has a 2-way integration with Xero that syncs between the two platforms every 20 minutes, 24 hours a day, ensuring that your data is always up-to-date. The integration is fully automated and seamless, allowing for efficient management of financial data with minimal manual intervention. When a Xero recognises that a payment has been made, it automatically sends remittance advice back to iinsight^®, ensuring that your financials are always accurate and up-to-date without the need for manual data entry or reconciliation. This integration offers a range of benefits, including reducing the potential for errors and streamlining financial data management. With iinsight^®‘s integration with Xero, you can easily sync your financial data, such as invoices and payments, between the two platforms, and generate reports to help you monitor your business’s financial performance. This can save you time and improve your financial management processes.