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Free cpe webinars
QuickBooks Online: Optimize Financial Reviews With Insight Review


Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 9, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Discover the power of Insight Review by Analytix, a cutting-edge software solution designed specifically for business owners, CPA firms, bookkeeping firms, accountants, and their clients. This course dives deep into the advanced review capabilities of Insight Review, providing you with tailored features to enhance your financial review experience.

Learn how to optimize your financial review process, improve efficiency, and navigate the user-friendly interface effortlessly. With seamless integration with QBO accounting software, you'll unlock the full potential of financial reviews and take your accounting practice to the next level. 

Learning Objectives: 

  • Define the key functionalities of Insight Review software and how it can enhance financial review processes in CPA firms and bookkeeping businesses

  • Identify tailored features within the Insight Review software that can be used to improve efficiency in your financial review processes

  • Recognize how to navigate the user-friendly interface of Insight Review for effortless utilization in your daily accounting practice

  • Determine the best ways to integrate the Insight Review software with QBO accounting software to maximize the potential of your financial reviews

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Jagruti Patel

Analytix Solutions
Director, IT Products & Services
(781) 503-9031

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Jagruti is a seasoned commercial IT professional with over 20 years of experience in diverse IT roles, both domestically and internationally.  She specializes in assisting startups and small to mid-sized companies in identifying IT challenges and building customized IT solutions, calling upon her years of experience as a programmer, engineer, project manager, and senior manager.


Ashish Lodha

Analytix Solutions
Sr. Manager - Finance & Accounts, Product Manager – Insight Review

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Ashish is a seasoned Chartered Accountant (CA) with over 9 years of experience and a solid grasp of Finance & Accounts, Payroll, AP & AR, Treasury, and Strategic & Tactical Business Planning. He has played a vital role in developing financial policies and strategies that drive success across diverse industries. He has expertise in streamlining Finance & Accounting functions, managing accounts payable invoices, preparing P&L accounts, overseeing Treasury operations, processing global payroll, and ensuring compliance with statutory auditing requirements. He is highly skilled in reconciling bank and vendor statements and finalizing accounts. Ashish is a dedicated professional with a strong track record of invigorating businesses.

About Our Presenter

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Businesses today of all sizes are faced with a competitive environment that changes rapidly. Companies that possess the agility to react to those market conditions on an ongoing basis and successfully navigate through any unanticipated obstacles are better positioned for long term success. Analytix Solutions helps companies tackle these types of challenges by empowering business owners to confidently make informed decisions that will positively impact their company’s profitability. They are a single source provider of integrated solutions across multiple functional areas and disciplines. Through a combination of cross disciplinary expertise, technological aptitude, and deep domain experience, they arm clients with efficient systems and processes, reliable data, and industry insights to help propel business to the next level.