AI Benchmarking Platform for Client Advisory

Upload a client's financial statements. It standardizes every metric, then benchmarks the firm two ways, against: the industry report you already use & a live cohort of peer firms and exports a partner-ready deck. Your data stays isolated; nothing is shared without consent.

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THE TWO ENGINES

One Platform. Two Ways to Benchmark.

Upload one client file. Bench positions it against the industry report you trust — and against real peer firms.

ONE CLIENT FILE, UPLOADED ONCE

ENGINE 01 · INDUSTRY BENCHMARKILLUSTRATIVE

FY2024 INDUSTRY STUDY — WHERE I STANDSOURCE: YOUR UPLOADED REPORT

Operating Margin27.3%Upper

Revenue Growth+12.4%Upper

Revenue / Partner$1.74MUpper-mid

Every position cites the source page of the study you uploaded.

Upload any industry study you already use — association surveys, trade-body reports, published benchmarks.

Bench reads the report and shows where your client stands on every headline metric.

The report's methodology stays visible — each position traceable to the source page.

Every upload builds your firm's own report library.

Your sourceMethodology visiblePage-level citations

ENGINE 02 · PEER BENCHMARKILLUSTRATIVE

NET REVENUE — PEER RANKING · FY2025COHORT: 6 FIRMS

Peer Firm 1$8.4M

★ Your Firm$6.8M

Peer Firm 2$5.1M

Peer Firm 3$4.2M

Peer Firm 4$3.6M

Rank #2 of 6 · +46.2% vs peer median ($4.65M) · peers anonymized

Private cohort: rank your own clients against each other — visible only to your firm.

Shared pool (opt-in): contribute anonymized data and unlock benchmarks built from other contributing firms.

Rank, percentile, growth and gap-to-median on every metric.

Cohort size shown on every report, so you always know the sample behind the number.

Private cohortOpt-in shared poolCohort size disclosed

See it in Action - Everything your Firm Needs

Run the entire benchmark in one place, on one platform.

01 · Ingestion

Reads any client file and pulls structured metrics from it.

Excel, CSV, scanned PDFs, trial balances
Pulls every metric into one standardized framework
Extraction confidence scored on every row
Low-confidence rows flagged for review

02 · Standardization

Maps every line item to a common metric framework.

Maps to industry-standard metric tree
Reconciles synonyms and custom GL codes
Applies vertical-specific revenue rules
Produces audit-ready normalised metrics

03 · Benchmarking

Places the firm in the right cohort & computes its position.

Cohorts matched on industry, region, size
Percentile, rank, YoY and gap-to-median
Benchmarks against your uploaded industry report
Anonymised by default, always enforced

04 · Conversational Analytics

Drafts the partner-grade commentary on every slide.

Explains what each number actually means
Partner tone, not research-report tone
Every claim cited back to source
Fully editable inside the export

05 · Audit Trail & Methodology

Carries the full methodology with every number in the deck.

Every metric traces back to source
Cohort decisions and adjustments fully logged
Assumptions Log ships with every export
Methodology reviewable line by line

06 · Security & Access

Enterprise-grade controls on data, identity and access.

TLS 1.3 in transit, AES-256 at rest
SSO, SAML, RBAC and audit logs
Anonymised peer comparison enforced by default
Data residency available on request

How it Works

Upload. Standardize. Benchmark. Export. The whole workflow, not just the data.

Upload

Excel, CSV, PDF, scanned trial balance. No template, no schema, no manual mapping.

Standardize

Every line item mapped to the metric tree, quality-checked and audit-logged.

Benchmark

Against the industry study you upload, your private cohort, or the opt-in pool.

Export

Branded PPT, PDF and Excel. Every figure traceable, every method visible.

Pre-built models. Real coverage. Listed.

Each supported vertical is listed below — with the canonical KPIs and a sample report you can download.

For Advisors

For accounting and advisory partners running benchmarking as a billable service or a client value-add.

Benchmarking as a billable service, not a data project.
Exports follow your firm's branding.
AI narrative, partner-editable.
Peer cohorts your client can't decode.
Audit-defensible by default.

For Investors

For PE principals, M&A and corp dev teams running peer benchmarks in diligence and portfolio review.

Reads any target file format.
Pre-built peer models per vertical.
Rank, percentile, YoY in minutes.
Every figure traceable to source.
Encrypted, anonymised, role-controlled.

For Finance

For CFOs, VP Finance, FP&A leaders and Controllers reporting to a board or audit committee.

Pre-built industry models. Zero setup.
20-second reads for your CEO.
Branded, board-ready PDF and PPT.
Anonymised cohorts.
SSO, role-based access, audit logs.

Industries Covered

Accounting FirmsLaw FirmsDental PracticesMedical PracticesConstruction / GCRestaurant / QSRRural Telecom

Where a vertical is young, we build it with a founding contributor — the first institutional firm shapes the metrics, cohort definitions and comparison structure its clients will benchmark against. Our founding contributor, a Midwest CPA firm, runs an active rural-telecom benchmarking practice on the platform today. And when a contributory pool reaches depth, contributing firms can co-author an industry benchmark report from the pooled, anonymized dataset — their name on the cover.

Frequently Asked Questions

A benchmarking platform that turns a client's financial documents into a benchmark on two engines: the industry report you upload, and a live peer cohort. Bench standardizes the metrics, positions the firm, and exports a partner-ready report.

Two separate things. Your firm's data lives in its own isolated environment — that's the default, and it never changes without your action. Separately, an opt-in contributory pool exists for firms that want broader benchmarks: contribute anonymized data, get the pooled cohort back. Consent-gated both ways — non-contributors never see contributed benchmarks, and contributors know which sectors sit in their cohort.

From you. You upload the industry report your practice already trusts — an association survey, a trade-body study — and Bench indexes it and positions your client against it, with the report's own methodology preserved and visible. We don't substitute our own dataset for your source.

Three groups. Advisory firms running benchmarking as a billable service. Investors using peer comparison in diligence. CFOs and finance leaders reporting against industry peers to a board.

Excel (.xlsx, .xls), CSV, PDF, including scanned trial balances. Up to 10 MB per file, batch upload supported. No template required.

Seven pre-built verticals at launch: Accounting, Law, Dental, Medical, Construction, Restaurant and Telecom. Custom verticals available as an add-on.

Cohorts are matched on industry, region (where data depth allows) and size band. All peers are anonymized by default. No firm's identity is exposed inside another firm's view.

A branded PPT, PDF and Excel: your firm's identity, your client's data. Every slide carries an AI-drafted narrative, with the Assumptions Log in the appendix. Fully editable end-to-end.

From upload to a reviewable deck: typically under an hour for standard verticals. Manual workflows that took four weeks compress to a half-day.

Encryption in transit (TLS 1.3) and at rest (AES-256). SSO, role-based access and audit logging on the Enterprise plan. Hosted in SPNX's controlled environment.

Your client's data is yours. It is used only to run the benchmark you've requested. It is never shared with another firm and never surfaces in another firm's cohort view unless you explicitly opt into the contributory pool.

Yes. The narrative is a draft, not a final. Every line is partner-editable inside the export. The partner keeps the final word on framing and tone.

Three plans, see the Pricing section above. Add-ons include custom verticals and Enterprise security features. Annual billing available.

Book a 30-minute demo via the link in the header, or start a free trial from the Pricing section. We'll set up your firm's branded export template during onboarding.

Get Started with Us

Tell us your vertical, your client mix, your report workflow — and we'll show you what a fully automated benchmarking platform can actually deliver.

Start Free Trial Book a Demo