iLumen

Industry Intelligence Solutions for CPA Firms and Industry Consultants

Develop Deep Industry Expertise

Finding opportunities to create a competitive advantage for your CPA firm can be challenging in today’s environment. With the iLumen industry intelligence solution, your firm can acquire specialized industry expertise that sets you apart from the competition. Our cloud-based platform consolidates and analyzes targeted industry private-company data from disparate systems, combines this with publicly available industry databases such as Moody’s and RMA and provides timely insight into industry trends and performance metrics. This business intelligence enables CPA firms to provide clients with in-depth, easy-to-understand performance reports that compare their performance to industry peer groups, both public and private.

Collect, Aggregate and Analyze Industry Data

Our industry data platform has been used by high-performing CPA firms for two decades to capture, standardize and analyze financial data across private-company clients. With this robust tool you can easily gather financial and non-financial information from any accounting system and slice and dice it to identify meaningful trends and insights for your clients and prospects within target industries. The platform gives you the ability to drill down into client performance trends to identify opportunities and diagnose problems, positioning you as a valued business advisor.

With the iLumen industry intelligence platform, you can:

  • Minimize the time, expense and hassle of conducting customized industry surveys and analyses.
  • Use the survey tools to easily collect non-financial data for more robust analyses.
  • Compile timely and relevant data from publicly available industry data sources and economic indicators.
  • Automatically generate individual reports for each client and prospect.
  • Create unique, industry-specific content – such as white papers and webinars – for your marketing channels to establish your firm as an industry expert.

Insightful, Easy-to-Read Reports

The iLumen industry intelligence platform lets you automatically generate individual reports for clients. The reports transform raw financial and non-financial data into a wide variety of highly visual reports in an easy-to-understand format. Use reports to spot industry trends and help clients identify weaknesses and uncover new opportunities to increase productivity and profitability.

Turnkey Implementation

The iLumen team will work with you every step of the way from implementation to ongoing support. We can help you easily build a standardized, data-rich industry intelligence platform that can be branded under your firm name, helping you carve out a niche in specific industries. We can take financial and non-financial from any format and turn it into meaningful insights that help your private-company clients clearly see how they compare to others within their industry.

Ready to differentiate your CPA firm through industry expertise?

Contact us today to learn more about how our industry intelligence platform can help you win more clients and add value to existing relationships.