Being Business Savvy


Create your very own custom reports using blended data from all of your cloud applications. You will no longer need to use those cumbersome spreadsheets, no more pivoting tables. Consolidate data from multiple sources or use just a single source.

Using your actual historical data, you can build an accurate three-way forecast in seconds. Monitoring your cashflow is essential, so project up to ten years with your data.

Manage your business quickly and accurately with online dashboards to help make informed decisions to achieve better business outcomes. Solve problems and seize opportunities as soon as they arise while sharing and collaborating for optimum results.
  • Custom reports using blended data from multiple integrations.
  • three-way forecasting can project up to 10 years.
  • Consolidate monthly management reports in a few simple steps.
  • Flexible custom dashboards add beautiful visuals.
  • Add any number of cloud integrations to satisfy your needs.
  • Invite users to securely participate.
  • White label Savvy Reports for a better staff experience.


  • All features

    14-day free trial. No credit card required.

    No minimum subscription period.

    Great for businesses of all industries.

    Business
    First 3 Add-ons

    $20ea

    USD / month

    • First 3 Add-ons
    • Unlimited users
    • Unlimited dashboards
    • Unlimited forecasts
    • Unlimited reports
    • Online support
    • Webinar
    • Onboarding
    • Training
    Trial

    Business
    After 3 Add-ons

    $13ea

    USD / month

    • After 3 Add-ons
    • Unlimited users
    • Unlimited dashboards
    • Unlimited forecasts
    • Unlimited reports
    • Priority Support
    • Webinar
    • Onboarding
    • Training
    Trial

    Additional training & onboarding is available at NZD $100.00/hour.
    *** Indicative of additional services available based on the number of integrations used ***
    *** All prices exclude GST ***

    Custom Reports

    Consolidate your data by integrating with one or more cloud applications removing the need for spreadsheets

    Reporting

    Create reports and charts using data from your cloud applications in no time

    Trend Monitoring

    Easily review trends in your business using your customised reports and forecasting

    Dashboards

    Quick and insightful metrics on the health of your business

    Forecasting & Budgets

    Focus on achieving your goals by making great decisions using accurate real time data.

    Customer Support

    Friendly and dedicated world class customer support

    "Savvy Reports has helped us better track our business performance and easily share this information with the rest of our team. We've found that the forecasting tool, the time-saving aspects of report creation and the level of insight we can get from the data has helped us make informed decisions."

    - Carol Brown | Nifty Quotes

    Contact our team




    Adding value to your Advisory Practice


    Adding value for your clients and staff should be a priority, but what does value look like ?

    Adding value to your practice is completing all that you do from day to day in as less time as possible, maintaining high standards of quality. Not using multiple tools that a single tool is capable of doing and never using spreadsheets to do reporting ever again.

    Create an experience for your clients that they understand, enjoy and benfit greatly from. Help them understand beyond their financials, how well their business is doing.
  • Helping clients achieve their business goals.
  • Build trust, understanding and rapport for lasting relationships.
  • Stop your client from winging it, put a plan in place.
  • Cash flow forecasting and understanding is key.
  • White label Savvy Reports to standout from the competition.
  • Expand your revenue opportunities.

  • All features

    14-day free trial. No credit card required.

    No minimum subscription period.

    Great for advisors of all industries.

    Advisor 10

    $129

    USD / month
    $12.90/ integration

    • 10 Add-ons
    • Unlimited users
    • Unlimited dashboards
    • Unlimited forecasts
    • Unlimited reports
    • Online support
    • Webinar
    • Onboarding
    • Training
    • Account manager
    Trial

    Advisor 25

    $259

    USD / month
    $10.36/ integration

    • 25 Add-ons
    • Unlimited users
    • Unlimited dashboards
    • Unlimited forecasts
    • Unlimited reports
    • Priority support
    • Webinar
    • Onboarding
    • Training
    • Account manager
    Trial

    Advisor 50

    $399

    USD / month
    $7.98/ integration

    • 50 Add-ons
    • Unlimited users
    • Unlimited dashboards
    • Unlimited forecasts
    • Unlimited reports
    • Priority support
    • Webinar
    • Onboarding
    • Training
    • Account manager
    Trial

    Advisor 75

    $529

    USD / month
    $7.05/ integration

    • 75 Add-ons
    • Unlimited users
    • Unlimited dashboards
    • Unlimited forecasts
    • Unlimited reports
    • Priority support
    • Webinar
    • Onboarding
    • Training
    • Account manager
    Trial

    Additional training & onboarding is available at NZD $100.00/hour.
    *** All prices exclude GST ***

    Book a demo for your team today !


    Book Demo



    Implementation Partner


    The core of implementation partners is the relationship between client and partner. Implementation services are designed to put people and training them first and require you to get to know your clients properly.

    Meeting occasionally is a thing of the past, relationships must be built and maintained for you to truly add value and start to advise your clients. Clients want more and they are willing to pay for it.
  • Helping clients achieve their business goals.
  • Build trust, understanding and rapport for lasting relationships.
  • Offer the best training and provide best business solutions.
  • Cash flow forecasting and understanding is key.
  • Expand your revenue opportunities by earning passive income.

  • All features

    14-day free trial. No credit card required.

    No minimum subscription period.

    Great for implementation partners.

    Implementation partner
    19 Customers or less

    15%

    commission / month

    • Training
    • Onboarding Support
    • Support
    • Leads
    • Partner Manager
    Trial

    Implementation partner
    20 Customers or more

    20%

    commission / month

    • Training
    • Onboarding Support
    • Priority Support
    • Priority Leads
    • Partner Manager
    Trial