Socket Insights: Revolutionise Reporting for Accountants and Bookkeepers
Socket Insights is a Google Sheets add-on designed to empower accountants and bookkeepers by transforming raw proposal and client data into actionable insights. Seamlessly syncing with Socket, this tool allows you to automate data extraction, generate detailed reports, and provide you with information that is locked away in other systems—all within the familiar interface of Google Sheets.

With Socket Insights, you can streamline your workflows and eliminate time-consuming manual reporting. By integrating your Socket account, you can pull proposal data directly into pre-built report templates. Whether you’re tracking client fees, analysing service usage, or identifying upsell opportunities, Socket Insights ensures your data is always accessible and ready for action.

The add-on also includes actionable reporting templates like the Client Service Matrix, which provides a clear view of which services each client is purchasing. Use this to spot cross-sell and upsell opportunities or to identify clients who may benefit from updated pricing structures. Another popular report is Service Line Performance, which enables you to track total fees and monitor metrics like employee count or bank transactions against proposal benchmarks, helping you ensure profitability and alignment with actual usage.

At Socket, we believe in the democratisation of data—making your business insights not only accessible but also easy to act on. Socket Insights is the culmination of this vision, providing accountants and bookkeepers with the tools they need to simplify reporting, improve decision-making, and ultimately grow their businesses.

Getting started is easy. Install the add-on, connect your Socket account using an API key, and start generating actionable insights in minutes. Whether you’re managing client proposals, analysing pricing trends, or streamlining your reporting workflows, Socket Insights is here to make your data work for you.