Pitchly for Accounting

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Win more new deals with robust practice management

When you have full control over your data, you have the flexibility you need to be competitive. Pitchly saves you time and resources by compiling and centralizing team bios, logo slides, deal databases, case studies and tombstones. 

Our Data Enablement Platform helps you make most of the marketing credentials you already have by connecting to existing data sources or importing data that might be stored in spreadsheets, your CRM, a SQL database or other sources. When your data is centralized your teams can create more impactful high-value pitch assets.

✔️ Customers using Pitchly see a 93% reduction in time to create, search, select, arrange, format and generate pitchbook content

"High-growth accounting firms are 174% more likely to prioritize marketing technology and automation"

Hinge Marketing

 

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Popular Pitchly Uses Cases in Accounting & Advisory

Live Team Bio/CV Slides

Pitchly integrates team CVs directly from data to automatically create pitchbook-ready content from the team database. Export to PowerPoint pitchbooks, Word proposals and engagement letters.

Employee Retention

By automating tedious data collection processes, your high-value employees are empowered to do the specialized strategy work they were hired for, which improves engagement and job satisfaction.

Case Study & Tombstone Creation

Automatically generate content from deal and client records. Incorporate custom branding, layout, enforce client confidentiality, and display client-approved logos for export to PowerPoint and Word.

Pitch Content Templates

Create templates that auto-populate experience, logos, advisor bios, case studies and other data points from Pitchly directly into branded assets.

Deal Data Management

Easily collect and access all key information about deals, and reference all relevant data points. Include all clients, advisors and proposal credentials to share deal insights.

Firm Overviews

If your creative team has to recreate an overview sheet each time they need a new one, then this process is for you. When you update content in your database, changes automatically populate in your content.

Our Clients Include:

BDO
sixth street
Client Logos_Black_Bridgepoint Investment Banking
EF Hutton Logo

“Pitchly has become part of the ordinary course of business for us. It is ingrained in our work.”

susana-cropped
Susana Boó
Corporate Finance Director | BDO Global

Streamline your deal data

processes with Pitchly

Stop wasting time chasing down data. Talk to one of our team members to see how Pitchly's Data Enablement Platform
can give you more time to spend on strategy and winning new business.