Advice on tap

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  • Deliver advisory work in a fraction of the time. Board reports, vCFO packs, and client performance summaries that used to take days now take minutes. One accounting firm cut their annual planning process from ten hours to two.
  • Work alongside your clients, not just for them. Your clients see what you see. They ask questions in the same platform. You build the kind of relationship that keeps them coming back, and referring others.
  • Monitor every client, all the time. Set up alerts for the things that matter, like cash position, overdue invoices, pipeline gaps, and Ask Astro tells you when something needs attention. You stop finding out too late.

Reimagine your firm’s potential without straining your team

Grow your value proposition

• Enhance your service offering without increasing staff workload

• Leverage AI tools to benefit both your firm and your clients

• Easily integrate AI into your practice without the overhead and capability gap

Strategic advisory support

• Utilise AI to bring strategy and business plans to life, without the time sink

• Create playbooks that support your advisory workflow

• Bring more insights to your clients’ businesses, increasing trust with minimal effort

Leverage your IP safely

• Gain a birds-eye view of clients across your portfolio

• Create playbooks and context shared only with your clients using your own frameworks

• Whitelabelled and configured to reflect your brand and way of working

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  • Real-time monitoring with alerts for emerging issues and opportunities

  • Forward-looking scenario planning rather than historical reporting

  • Early warning systems across financial and non-financial indicators

  • Enables advisors to identify opportunities before they impact finances

  • Integrates financial, operational, customer, and market data in one unified view

  • Amplifies your expertise rather than replacing trusted advisor relationships

  • Have your own white-labelled, customisable AI-driven advisory platform

Try Ask Astro

Pilot with your clients

Run a 3-month pilot with your first 10 clients through our Advisor Cohort programme!

Bring the benefits of Advisory, peer communities and AI working together to amplify business performance

Programme includes:

    • Full set up of white labelled Ask Astro Advisor partner portal
    • Training and set up for Advisors to ensure you get the best out of it
    • Set up of your own playbooks and workflows that support what you offer
    • Set up and onboarding of 10 client instances
    • Half day workshop for cohort
    • Monitoring and metrics for pilot to measure results

Key Benefits for Advisory businesses

  • Demonstrates Impact: Documented stories and data showing business outcomes

  • Creates Scalable Model: Framework for supporting more businesses efficiently

  • Builds Visibility: Evidence of advising work and innovation

  • Fully trained and supported Advisors 

  • Operational Excellence: Aligns with philosophy that better operations create space for strategic work

Advisors who offer a trusted AI platform have increased their profitability by over 20%!

Contact us today to get started on your pilot