Anticipate the bottleneck before it happens.
Purpose-built AI-driven insights & forecasts software for accounting firms for accountants, CPAs and bookkeepers.
Card required · Cancel anytime · From $75.00/month
Active workspace
Analytics & Dashboards · This week
Workload and capacity forecasting
Assigned · Due this week
At-risk deadline detection
Assigned · Due this week
Client churn and growth signals
Assigned · Due this week
Built for real practice work
Keep the owner, deadline, client context and next action together. Your team sees what matters without opening another spreadsheet or chasing an update.
Standardize the steps, automate handoffs and give every person a reliable next action.
Availability
Growth
Status: Building
Partners get visibility, managers get control and team members get a focused queue of work.
Configure your defaults once, then refine them as your practice grows.
Simple by design
A connected workflow from setup to review, without adding another disconnected tool.
Choose owners, deadlines and templates for ai-driven insights & forecasts.
Your team works from shared client context and clear next actions.
See status, blockers and history without asking for manual updates.
Included in Remindoo
Client totals & movements
How many clients you have, and how that is trending.
Task summary (due / overdue)
The health of the practice in one number set.
Service workload breakdown
Which services are consuming the practice's time.
Upcoming & overdue deadlines
Never lose sight of a statutory date again.
Capacity tracking (hours)
Compare committed hours with available hours per person and team.
Team performance (time logged)
Understand output and recovery, fairly.
Plans & pricing
Priced per client with unlimited users. 60-day free trial. Pay yearly upfront and save 10%.
USD · excludes sales tax
Growth
RecommendedOur recommended plan — everything in Core, plus AI, analytics and priority support.
$75.00/mo
75 clients · excl. sales tax · $1.00 per client
or $810.00/year paid upfront (save 10%)
AI-driven insights & forecasts included
Core
Standard plan with all essentials included.
$67.50/mo
75 clients · excl. sales tax · $0.90 per client
or $729.00/year paid upfront (save 10%)
AI-driven insights & forecasts not included on this plan
Prices update instantly with your client count · Cancel anytime · Full pricing & comparison
AI-driven insights & forecasts is part of Remindoo's Analytics & Dashboards workspace for accounting firms. It connects to the same client records, workflows, deadlines and reporting used across the practice.
AI-driven insights & forecasts is included in Growth, alongside advanced automation, AI and reporting.
Yes. AI-driven insights & forecasts is designed for accountants, CPAs, bookkeepers and tax professionals managing recurring client work.
Yes. Start a 60-day trial and test AI-driven insights & forecasts with your own clients and workflows. A card is required to begin.
Start with your own clients, deadlines and team. A card is required to begin the 60-day trial.
Start your trial