Paige gives you Advisory Insights, Without the Extra Work
Paige reviews the books for you and turns financial data into clear, client-ready insights, so you can explain what changed, why it matters, and what to do next.
Benefits
- Cuts review prep time
- Makes advisory easier to deliver
- Improves client conversations immediately
- Fits easily into any workflow style within your firm
- Supports judgement, keeping you in the center
“I’m blown away.”
— Managing Partner - Top 100 Firm
Features
White-labeled for your firm
Deliver insights fully branded as your own.
Add your professional judgment
Edit the analysis and layer in your comments before sharing.
Share instantly with clients
Send a secure magic link, no logins, no friction.
Run on your schedule
Set recurring AI Analysis weekly, monthly, or at any cadence
Choose the right plan for your business
- Switch Plans Anytime
- Cancel Anytime
Monthly
Yearly
How Paige Delivers:
Save 1–3 hours per client, per period
Paige removes manual review prep and first-pass analysis.
Scale across your client base
30 clients × 2 hours saved = 60+ hours back each month. No limit on number of clients or users you can add.
Convert time into revenue or capacity
Use saved hours for advisory conversations, higher-value work, or simply reducing non-billable load.
One insight-driven conversation can cover the cost
Paige pays for itself with a single advisory engagement; no new hires, no new tools.
Need Help?
Email us at [email protected] or Book a Demo to see Aimee in action