Sourced Bookkeeping & Consulting Rolls Out White-Label AI Dashboards to More Than 100 Clients in One Week

Sourced Bookkeeping & Consulting Rolls Out White-Label AI Dashboards to More Than 100 Clients in One Week with Pineapple Analyst

CHARLOTTE, NC, UNITED STATES, November 10, 2026 /EINPresswire.com/ — The Lexington, South Carolina, bookkeeping firm loaded its full client base, built industry-specific dashboards and signed clients up in seven days, then used the platform to build reporting, AI analyst and advisory tiers into its service packages.

Sourced Bookkeeping & Consulting, a bookkeeping and fractional CFO firm based in Lexington, South Carolina, has moved its entire book of more than 100 clients onto Pineapple Analyst, white-label AI analytics and client reporting software for accounting, bookkeeping and fractional advisory firms.

In one week, Sourced loaded every client’s data, built their dashboards, introduced the dashboards to clients and signed clients up. Every dashboard carries the Sourced brand.

For most bookkeeping firms, monthly reporting is the same job repeated for every client: pull the numbers, format a report, send it, then wait for questions. The work grows with every client added, and it uses up the hours a firm would rather spend on advisory work.

Sourced took a different route.

Pineapple Analyst built dashboard templates for each franchise system Sourced’s clients operate in. Once a client’s data is connected, that client sees its own numbers on its own dashboard in under 10 minutes. Each dashboard tracks the metrics that matter in that client’s industry, not a generic profit-and-loss view.

Each client also has its own knowledge base, so its goals appear on its dashboard next to actual results. A custom opportunity calculator built into the dashboards shows where each business has room to grow, which gives Sourced a concrete starting point for advisory conversations with owners.

Inside the firm, a portfolio view shows revenue trends for every client on one screen. Sourced can see which clients are growing, which are slipping and who needs a call this week, without opening 100 separate reports.

Sourced also used the platform to shape its service packages. Clients at one level get the branded dashboard. Clients at a higher level also get the AI analyst, which answers questions about their own numbers in plain English at any hour. Clients at the top level add advisory support from the Sourced team.

“Our clients used to get a report once a month and call us with questions. Now they see their own numbers whenever they want, and our time goes into the advisory conversations. Getting our whole client base set up in a week is what made it work for a firm our size,” said Brad Wolfe, Founder of Sourced Bookkeeping & Consulting.

“Most firms we talk to want to offer advisory, but the monthly reporting never lets up long enough for them to start. Sourced built its reporting once for the whole book, went from setup to signed-up clients in seven days, and now has a clear path from dashboard to advisory for every client,” said Jack Tompkins, Co-Founder and CEO of Pineapple Analyst.

Accounting, bookkeeping and fractional advisory firms can try Pineapple Analyst free for 14 days, with no credit card required, at pineappleanalyst.ai/get-started.

About Pineapple Analyst:
Pineapple Analyst is white-label AI analytics and client reporting software for accounting, bookkeeping and fractional advisory firms. It connects each client’s data sources, publishes a dashboard under the firm’s brand, and gives the end client an AI analyst they can question in plain English.

Pineapple Analyst was co-founded by Jack Tompkins (CEO) and operates from Charlotte, North Carolina.

Learn more at Pineapple Analyst.

About Sourced Bookkeeping & Consulting:
Sourced Bookkeeping & Consulting is a fully remote, U.S.-based firm headquartered in Lexington, South Carolina. Founded by Brad Wolfe, Sourced provides outsourced bookkeeping, QuickBooks Online services, financial dashboards and reporting, payroll support, and fractional CFO consulting to small business owners nationwide.

Learn more at gosourced.com or follow Sourced on LinkedIn.

Jack Tompkins
Pineapple Consulting Firm
+1 980-477-5078
jack@pineapplecf.com

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