Nsites

Enterprise Intelligence Platform

Intelligence Built for Action.

One AI-powered platform. Multiple industries. Unlimited opportunities to turn data into decisions.

Nsites combines enterprise analytics, artificial intelligence, workflow automation, document intelligence, financial intelligence, and industry-specific applications within a flexible platform designed to solve real-world business problems.

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Data sources

ERP
Accounting
CRM
Banking
Payments
Payroll
Documents
APIs

Nsites Intelligence Engine

Ingest · Normalize · Analyze · Predict · Recommend

Outputs

Dashboards
Alerts
Forecasts
Recommendations
Reports
Automated workflows
Executive insights

Revenue

▲ 8.4%

Gross Margin

▲ 210 bps

13-Week Cash

On plan

Core positioning

Data → Information → Insight → Action

Nsites transforms fragmented business data into actionable intelligence.

Organizations have more data than ever but frequently lack the ability to convert that data into timely decisions.

Nsites brings together data, analytics, AI, automation and industry expertise to help organizations understand what happened, why it happened, what is likely to happen next, and what action should be taken.

The objective isn't another dashboard. It's better decisions.

Data

Information

Insight

Action

The Nsites platform

One Platform. Many Applications.

Nsites uses a common technology and intelligence architecture that can be configured into specialized applications for different industries, workflows and datasets.

Data Layer

Every system, file and record your organization already produces.

ERP
Accounting systems
CRM
Banking data
Payment data
Payroll
HRIS
Excel
CSV
PDFs
Contracts
Statements
Operational systems
Government databases
Industry databases
APIs
User-uploaded documents

Nsites Intelligence Layer

The shared engine: ingestion, AI, analytics, automation.

Data ingestion
OCR
Data normalization
Data mapping
AI extraction
KPI calculation
Benchmarking
Forecasting
Predictive analytics
Exception detection
Risk monitoring
AI narrative generation
Recommendation engines
Workflow automation

Application Layer

Configured applications for specific industries and workflows.

Financial & CFO
Legal
Healthcare
PowerPlay Payments
Stewardship
Charter Schools
Higher Education
Banking
Insurance
Private Capital
HR
Government
Personal Insights
Financial Education
Custom Nsites

Action Layer

The outcomes leadership teams are accountable for.

Executive decisions
Operational improvements
Cost reduction
Revenue opportunities
Compliance
Forecasting
Strategic planning
Automated workflows
Board reporting
Client reporting

Core capabilities

Built for the full decision cycle.

Six capability groups form the shared intelligence core behind every Nsites application.

Enterprise Analytics

Income Statement analytics
Balance Sheet analytics
Cash Flow analytics
Budget vs. Actual
Trend analysis
Variance analysis
KPI dashboards
Drill-down reporting
Multi-entity consolidation
Department reporting
Location reporting
Business-unit reporting

AI Intelligence

AI-generated executive summaries
Financial narratives
Operational narratives
Variance explanations
Root-cause identification
Risk identification
Opportunity identification
Predictive insights
Recommended actions
Ask-your-data functionality

Data Intelligence

PDF ingestion
Excel ingestion
CSV ingestion
OCR
Document extraction
Data mapping
Data normalization
API integrations
Accounting integrations
ERP integrations
CRM integrations

Forecasting & Modeling

Financial forecasting
Scenario modeling
What-if analysis
Cash-flow forecasting
Budget forecasting
DCF modeling
Capital-stack modeling
Five-year planning
13-week cash-flow forecasting

Workflow Automation

Automated reporting
Alerts
Exception reporting
Task generation
Document processing
Approval workflows
Data validation
Reconciliation
Recurring reporting

Executive & Board Intelligence

Executive dashboards
Board dashboards
AI executive briefings
KPI scorecards
Board-ready reports
PDF exports
Excel exports
PowerPoint-ready reporting
Role-based views

Applications

Not one application. A platform of them.

Each application is configured on the same intelligence core — which is why new verticals arrive faster.

View all 15 applications

Business Intelligence

Financial & CFO Insights

Financial statement analytics, forecasting, and AI-generated narratives that give leadership teams a complete view of performance.

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Industry Intelligence

Legal Nsites

Matter, attorney and client profitability combined with intake automation, document intelligence and an attorney copilot.

Explore application

Industry Intelligence

Medical / Healthcare Nsites

Revenue, payer and provider analytics combined with revenue cycle automation and collaborative practice management.

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Fintech

Nsites PowerPlay Payments

Payment processing connected directly to analytics, intelligence and action — fast, convenient and affordable.

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Industry Intelligence

Private Capital / Investment Intelligence

Deal scoring, valuation, modeling, business health assessment and portfolio value creation in one platform.

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Business Intelligence

Custom Nsites

Purpose-built intelligence applications configured around your existing data, processes and workflows.

Explore application

Why Nsites

Go Beyond the Dashboard.

Dashboards tell organizations what happened. Nsites is designed to help determine what happened, why it happened, what happens next, and what should be done about it.

Traditional BI

Data

Dashboard

Nsites

Data

Information

Insight

Recommendation

Action

Measurement

What happened?

Normalized analytics across every system and document.

Why did it happen?

Variance decomposition and root-cause identification.

What happens next?

Forecasting, scenario modeling and predictive analytics.

What should we do about it?

Recommendations, alerts and automated workflows.

AI + human expertise

AI Intelligence. Built on Real-World Business Experience.

Nsites combines artificial intelligence with decades of executive financial and operational leadership.

Nsites is not technology built in isolation from business operations. It is technology developed around actual CFO, CEO, operational, financial, consulting, and industry challenges.

Executive Perspective

Designed around the decisions leadership teams actually make.

Financial Discipline

Built on CPA and CMA-level financial and operational rigor.

Applied AI

AI used where it improves speed, accuracy and clarity — not for novelty.

The Nsites ecosystem

One intelligence core. Fifteen applications.

Every application shares ingestion, AI, analytics, automation, reporting and security — so intelligence compounds across the organization.

Nsites

Financial IntelligenceLegalHealthcarePowerPlay PaymentsStewardshipCharter SchoolsHigher EducationBankingInsurancePrivate CapitalHRGovernmentPersonal InsightsFinancial EducationCustom Applications

Use cases

Representative engagements.

Illustrative examples of how Nsites is applied. Content is managed centrally and expands as engagements are published.

Private Equity Portfolio Company

Challenge: Monthly reporting required three weeks of manual spreadsheet consolidation across four entities.
Nsites Solution: Automated ingestion and multi-entity consolidation with AI variance narratives and board-ready reporting.
Data Sources: NetSuite · Excel · Payroll · Bank data
Result: Reporting cycle compressed and standardized across the portfolio.
Impact: Leadership reviews performance while there is still time to act on it.

Multi-Office Law Firm

Challenge: Matter and attorney profitability were unknown until well after engagements closed.
Nsites Solution: Matter, attorney and client profitability analytics with WIP, realization and utilization monitoring.
Data Sources: Practice management · Accounting system · Time and billing
Result: Firm economics visible by matter, attorney and client in near real time.
Impact: Pricing, staffing and client-mix decisions grounded in actual margin.

Charter School Network

Challenge: Board and authorizer reporting depended on manual assembly from financial and public datasets.
Nsites Solution: Financial, enrollment and academic intelligence with peer benchmarking against public data.
Data Sources: Accounting system · State reporting · NCES · IRS Form 990
Result: Board dashboards with comparative intelligence across peer schools.
Impact: Risk indicators surfaced early enough to change outcomes.

What Could Your Data Tell You?

Whether you need better financial visibility, automated workflows, industry-specific intelligence, payment capabilities, or an entirely new application, Nsites can help transform your existing data into actionable intelligence.

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The Future of Business Intelligence

Don't Just See Your Data.

Understand It.

Act On It.

NsitesData → Information → Insight → Action

Experience Nsites Request a Demonstration