Pitchly for Accounting
Watch a 3-minute platform overview
Differentiate your firm using compelling deal data
Pitchly saves you time and resources compiling bios, logo slides, deal databases, case studies and tombstones. Pitchly's open APIs help you make the most of the data you already have, using the systems that you are already using.
Better collect, centralize and manage deal data to give junior advisors more time for strategy, improve job satisfaction and give your firm a competitive advantage.
✔️ Customers using Pitchly see a 93% reduction in time to create, search, select, arrange, format and generate pitchbook content
✔️ The average firm gets started with Pitchly in 30-60 days, including integrations
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Popular Pitchly Uses Cases in Accounting & Advisory
Live Team Bio/CV Slides
Case Study & Tombstone Creation
Pitch Deck Templates
Deal Data Management
Put your deal data to work
Do more than just collect and view your data - put it to work with Pitchly’s Data Enablement Platform. Pitchly is built to power accuracy and efficiency by turning your data into automated workflows and on demand content assets.
Generate deal assets in real time
Combine on-brand templates with a live stream of your data to create deal tombstones, case studies, bios and more. Pitchly's Data Productivity Suite allows you to build once and then publish on demand to increase efficiency, accuracy and confidence.
Any source, any destination
Pitchly is a better way to manage and use both your data and your content. Whether it's bringing data in, or sending content out, Pitchly's library of integrations and extensions have been built to unify and optimize your work.
Our Clients Include:
“Pitchly has become part of the ordinary course of business for us. It is ingrained in our work.”
Pitchly integrates with most commonly used systems in accounting firms
Resources for Accounting Advisors
Ease of Use Is Key for Successful Software Implementation
Continually adopting new technology is critical to a firm’s future, because innovation breeds success. New software aids business transformation on almost every level, including law firm marketing.
But investing in a new technology won’t provide a great ROI if your employees don’t use it. And the key to getting them to use it without resistance is ease of use.
How the Pitchly Tombstone Builder Makes your Job Easier
Your time is too valuable to waste it tracking down data and pasting it into tombstones. Pitchly can take that burden away and automate your tombstone generation with our Tombstone Builder.
Read on to see how you can save 5+ hours each week.
Why You Need Data Management Software
Data is at the heart of every business decision your firm makes. And if you’re not using data management software, you’re not using your data to its fullest. Data enablement programs are used to deliver data to firms at the right time.
Data management software can help accomplish this.
Pitchly's Tombstone Builder in Action
Learn how to use Pitchly's tombstone builder to quickly and seamlessly put your data to work and save hours each week in creating this valuable pitch asset.
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 save you hours each week and help you win more new business.