Get Started with Advise

Your First Step to Smarter Business Insights

Welcome to Advise

Advise is your modern business intelligence platform—built to simplify data and empower decision-making.

Designed for managers and business teams, Advise transforms financial and operational data into clear, visual insights. It eliminates complexity so you can focus on growing your business. Businesses often struggle to become truly data-driven because of two big challenges:

  1. Technical barriers – setting up data systems is time-consuming and requires specialised skills.
  2. Analytical barriers – creating useful financial reports and analysis requires training and expertise.

Advise solves both.
It handles all the technical work—like syncing, formatting, and storing your data and gives you both ready-made reports and the flexibility to build custom ones guided by smart and intuitive tools.

What Can Advise Do for You?

  • Connect your accounting and sales systems with a few clicks
  • Replace repetitive Excel work with automated, real-time reports
  • Create visual dashboards using drag-and-drop tools
  • Track performance: budgets vs. actuals, trends, and KPIs
  • Export professional reports to PDF, Excel, or CSV
  • Use Smart Assistant to categorize data automatically
  • Share insights securely across your team with controlled access

 

Before You Begin

You’ll need a user account to get started. This lets you create or join one or more organisation workspaces, where data and teams live.

Key Concepts:

User Account
Your personal login for Advise. A single user can belong to multiple organisation workspaces.
👉 No subscription is needed to create a user account or join a team.
Read about plans & pricing

Organisation Workspace
This is where your company’s data lives. Each workspace contains reports, dashboards, and team settings. When you create one, Advise sets up a secure environment in the background (this takes about a minute).

Team Seats
Each plan includes a number of team seats. You can invite others to join your organisation and assign roles like Owner, Admin, or Viewer based on their needs.

What to Do Now

💡 Pro Tip: Use your professional email address when signing up. This makes it easier to get invited to your organisation's workspace and helps keep your work data separate from personal accounts.

Step 1: Create your user account. Signup
You’ll need this to join or start an organisation workspace.

  • Sign up using your email and follow the Signup wizard
  • If you’ve been invited to an existing workspace, you’ll see a notification with the option to join.
  • If not, you’ll be guided to create a new organisation workspace.

Step 2: Once you’ve signed up, you’ll be prompted with an onboarding wizard.You’ll be guided to:

  • Set up or join an organisation workspace
  • (If creating) Add your organisation name and logo
  • Configure billing info and choose your plan

Once you’re in, you’ll be ready to connect your data and build your first business monitor.

Let’s Get Started 🎉

Sign up to begin your journey with Advise.

Sign up now
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