Clients & identification
- Client and file database
- Companies, directors, shareholders, officers
- Legal data retrieved from official registers
- Permanent file
← InSighter
FidSighter
Run your practice.
The practice layer: clients, officers, permanent file, workflow and deadlines, connected to your software. Every company entered in FidSighter is immediately available in FinSighter and WinSighter.
Cabinet Demo › DashboardA. Lemaire · Partner ⌄Search a client, a company number…
Dashboard
The firm todayDeadlines, production, client relations and compliance for the whole portfolio, in one place.
Request documentsNew client
Cabinet Demo › Deadline calendarA. Lemaire · Partner ⌄Search a client, a company number…
Management
Deadline calendarLegal and tax deadlines for every file, calculated from each client's closing date and tax regime.
ListCalendarExport (CSV)
Overdue4
20 Aug30 d lateVATVAT return — July 2026Garage Van Dyck SRL · In progressTCFiled
10 Sep9 d lateNBBAnnual accounts filing with the NBB — FY 2025Menuiserie Collard & Fils SA · In progressJMFiled
16 Sep3 d lateCITCorporate tax return — FY 2025Épicerie Nour SRL · In progressFEFiled
18 Sep1 d lateUBOUBO register — check on file takeoverStudio Kiwi SRL · To doEVFiled
This week4
Within 30 days13
Cabinet Demo › Anti-money launderingA. Lemaire · Partner ⌄Search a client, a company number…
Compliance
Anti-money launderingIdentification of clients and their beneficial owners, risk assessment and periodic review, under the firm's policy.
Files up to date10of 14 clients
Overdue reviews2review deadline passed
Incomplete identifications
High risk
ClientRiskChecksNext reviewStatus
Épicerie Nour SRLSRL · F. El AmraniHigh16 Aug 2026Review 35 days overdue
Brasserie Lambert SRLSRL · A. LemaireMedium27 Jul 2027Up to date
Cabinet Demo › ClientsA. Lemaire · Partner ⌄Search a client, a company number…
Production
ClientsCompanies, self-employed people and individuals followed by the firm. Every client entered here is immediately available in FinSighter and WinSighter.
Export (CSV)New client
ClientOwnerNext deadlineCollaborationFees
Brasserie Lambert SRLSRL · NamurALA. LemaireVAT · 21 Sep80€18,400
Garage Van Dyck SRLSRL · MonsTCT. ClaesVAT · 20 Aug45€7,900
For accounting firms
The firm licence.
FidSighter is not sold on its own: it is the control centre of the firm licence. That licence also opens your client files in the other applications, and the link with each client is made file by file, with their agreement.
Pricing has not been published yet.
- FidSighter: portfolio, deadlines, production, compliance
- The other applications, opened on each client file, in professional access
- One invoice, per file followed
- You open to each client what you want, when you want
Planned features
What FidSighter does.
For fiduciaries, accounting and chartered accountancy firms.
Production & workflow
- Tasks and workflow per engagement
- Document tracking
- Legal and tax deadline tracking
- Practice workload
Compliance
- Anti-money-laundering obligations
- Audit trail
- File versions
- Roles and permissions
Client relationship
- Client communication
- Document requests
- Client collaboration score
- Client access via FinSighter or BizSighter
Integrations
- Practice management software
- Accounting software
- Company registers
- Open API
Practice management
- Practice dashboards
- Profitability per client
- Portfolio and capacity
- Alerts
What will a client record contain?
Its identification data, its directors, shareholders and officers, its engagements, its permanent file and the history of exchanges.
Will legal data have to be entered by hand?
No: it will be retrieved from official company registers.
Will FidSighter clients be available in the other applications?
Yes: every company entered in FidSighter will be immediately available in FinSighter and WinSighter, with no re-entry.
Is FidSighter available?
Not yet: FidSighter is in preparation. You can be notified of its launch via the beta form.
How will deadlines be tracked?
A deadline schedule brings together the legal and tax deadlines of all files, calculated from each client's year-end date and tax regime. Overdue items are highlighted, and each deadline is marked ‘filed’ as soon as it is submitted.
How will the team's work be organised?
Through tasks attached to engagements, and a ‘My day’ view for each staff member: their tasks, their deadlines and messages from their clients.
How can you see the workload?
Each person's workload over four weeks, against their capacity. In case of overload, FidSighter suggests reassigning tasks to a less busy colleague with the same role.
How will FidSighter handle anti-money-laundering obligations?
Each file has its risk level and its reviews. A review prepared by the team is only applied after approval by a partner: this is the four-eyes principle.
Will everyone see everything?
No, roles and permissions apply. For example, fees and profitability can be hidden from an assistant, and a client record becomes read-only outside a staff member's scope.
Will changes be logged?
Yes: an audit trail and file versions keep the history of changes.
How do you communicate with clients?
A single inbox will bring together emails, exchanges in client spaces and questions asked in BizSighter, with template replies, internal notes hidden from the client, and bulk mailings.
How will document requests work?
The firm sends a request; what the client uploads, for example in BizSighter, flows into FidSighter, and what the firm ticks off flows back to the client.
Will the client have access?
Yes, via FinSighter or BizSighter: the firm invites the client, tracks the status of their space and sends reminders if needed.
Which software will FidSighter connect to?
Practice management software, accounting software, company registers and the other InSighter applications. The exact list will be published later.
Will there be an API?
Yes, an open API, with API keys, notifications (webhooks) and a synchronisation log.
What will the practice dashboard show?
The firm at a glance:
- Active clients
- Deadlines within 30 days and overdue items
- Overdue tasks and awaited documents
- Anti-money-laundering files to bring up to date
- Achieved hourly rate
How is FidSighter sold?
FidSighter is not sold on its own: it is part of the firm licence, which also gives access to your client files in the other applications. Each client keeps their own subscription, and the link between the two is made file by file. Pricing has not been published yet.
How do you track profitability per client?
Each file's achieved hourly rate is compared with the firm's target rate. For files below it, FidSighter suggests a fee revision and prepares the amendment task.