The Operational Intelligence Infrastructure Used by Advisory Firms to Identify Revenue Leakage, Risk, and Efficiency Gaps at Scale.
Enable your firm to deliver quantified findings with consistency and precision across every client engagement.
Request Licensing OverviewAdvisory firms face increasing pressure to deliver measurable value. Clients expect quantified findings, not general observations. Manual diagnostic processes do not scale across growing client portfolios, and inconsistency across engagements undermines credibility.
Systematic analysis of operational processes to identify inefficiencies and improvement opportunities.
Quantified assessment of revenue loss points and associated business risks.
Board-ready outputs designed for C-suite presentation and decision-making.
Specialized analysis of payment infrastructure, fee optimization, and regulatory alignment.
Fully branded deliverables that represent your firm to clients.
Deploy across your entire client portfolio under a single license agreement.
The platform operates invisibly behind your firm's brand. All client-facing outputs reflect your identity, methodology, and standards.
Discretion and trust are foundational to the licensing relationship.
Modeled Partner Use Cases Based on Aggregated Industry Data
A regional accounting firm serving 200+ business clients deployed the diagnostics engine to identify recurring cost leakage patterns during annual reviews.
Modeled Impact: $180,000 - $340,000 in aggregate client savings identified annually
A fractional CFO practice standardized their diagnostic approach across 35 active engagements, ensuring consistent methodology and reducing engagement setup time.
Modeled Impact: 40% reduction in diagnostic preparation time, improved client retention
A payroll services firm used compliance analysis modules to identify regulatory exposure across their client base, enabling proactive risk mitigation services.
Modeled Impact: 23% increase in advisory service revenue through expanded compliance offerings
Licensing is structured to align with firm operations and client portfolio scale.
Predictable annual commitment with no per-transaction fees
Pricing scales with client portfolio size and usage intensity
Alternative structures available for performance-aligned partnerships
Generate unlimited reports without incremental costs
Specific pricing is discussed during the suitability review process.
Client data processed with enterprise-grade security protocols
Granular permissions aligned to team structures and responsibilities
Outputs designed to support regulatory and internal audit requirements
All findings and reports available in standard business formats
Enterprise licensing is designed for established advisory firms with existing client portfolios. Contact us to discuss suitability and alignment with your firm's service model.
Request Licensing Overviewlicensing@bapt-pay.com