For Advisors

Built for advisory firms.

Cross-system intelligence for every client you serve.

Hobasa is a cross-system intelligence platform that helps organisations identify and resolve hidden operational gaps across Finance and HR initiatives before they impact performance. It transforms disconnected client data into decision-ready information so advisory firms can advise with confidence.

Why advisors choose Hobasa

Scale advisory without scaling overhead.

Built for portfolios

Run dozens of clients with consistent definitions, dashboards and reports.

Connects to their stack

QuickBooks, NetSuite, Sage, Xero, Workday, ADP, Gusto and more.

Designed to scale margin

Less time assembling data, more time advising. Package advisory you can repeat.

See it on your stack.

A 30-minute walkthrough on your actual client data shape.

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