Deal and relationship management for accounting firms
Create and discover more deal opportunities. Boost win rates while accelerating service delivery. Build more strategic client relationships. And uncover insights into your firm’s collective relationship ecosystem, historic pursuits, and past engagements. Support your professionals’ best work with Intapp DealCloud — a platform built for accounting firms like yours.
Uncover firmwide relationship, practice, and sector intelligence to build strategic client development plans that promote growth.
Monitor contact engagement at the firm, service line, and partner level to track progress and focus on what’s working.
Bring market and firm information together to quickly identify opportunity areas and align marketing activities.
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Track the ROI of your campaigns and events to align your marketing planning and priorities.
Track opportunities, build stronger pitches, and stay aligned throughout deal pursuits.
Analyze active pursuits and market trends to drive pipeline and win more deals.
Gain a comprehensive and detailed view of team capacity and progress.
Maintain a single source of truth to simplify and automate knowledge sharing across teams.
Gain meaningful insights through automated relationship scoring and intelligence reporting to inform future decisions.
Stay on top of all deals with automated task workflows, notifications, and AI-generated signals.
Improve proprietary contact and company data with third-party data sources via DataCortex.
Make better-informed decisions faster by reviewing AI-generated deal summaries and using AI recommendations that integrate firm and market intelligence.
Inform deal decision-making by visualizing real-time insights and viewing ad hoc and templated reports.
Improve process management and drive deal execution with automated data capture.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
News
DealCloud chosen for its ability to cover the entire enterprise and lifetime of the client relations...
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Blog Posts
According to a global research study of nearly 1,800 partners in professional and financial services...
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Webinar
In this on-demand webinar, we’ll explore how transaction advisory teams can streamline labor-inten...
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