Know your clients
inside out
All the information about your clients, automatically in one place. Wally Focus combines official sources such as the CBE, NBB and the Belgian Official Gazette with the data from your practice software. So you instantly see what is going on in your files and spot every change at a glance.
Book your demoSee instantly which files need your attention
Wally monitors your files automatically and checks official sources and your own data for changes every day. So you see at a glance where something changed and which files need action.
Tracking changes at clients manuallyWally tracks changes automatically for youOnly noticing changes when your client gets in touchSee changes in mandates, publications and figures as soon as they happenKeeping track yourself of which files to follow upOne clear overview of every file that needs your attention
All the information about a client in one overview
For every company, Wally brings the key information together on one page: company details, annual-account figures, publications, mandates and related companies. Completed with the data from your own practice software.
Searching the CBE, NBB, the Official Gazette and your own software for informationAll relevant client information together on one company pageCopying and analysing annual-account figures manuallyKPIs and trends calculated automatically from the annual accountsWorking out yourself who is a director and which companies are relatedMandates and related companies instantly mapped out
Every client document, filed with the right dossier
Drop single files or entire folders into your client's dossier: PDF, Word, Excel, PowerPoint, CSV or text. Wally searches them in every conversation about that client and points to the right document. For each upload you choose who sees it: the whole firm, only you or specific colleagues.
Hunting for documents across folders, mailboxes and shared drivesAll of a client's files in one dossier, folder structure includedReading contracts and minutes yourself for a single answerWally searches your client's files and shows the source documentSensitive documents anyone at the firm can openChoose who sees a file with every upload
What your firm knows about a client, Wally remembers
Every company gets one notepad shared with your whole firm. Wally reads it in every conversation about that client. Ask it to note something, or let it suggest a note after an answer: you decide whether it is saved, and every change can be undone.
Client agreements that only live in someone's headOne shared notepad per client for your whole firmExplaining the context again with every questionWally knows the notes and uses them in every answerOutdated agreements that keep lingeringNotes with an expiry date, so you see what still applies
From today's books to tomorrow's figures
Start a forecast from your client's bookkeeping: the last closed financial year and the running year. Set the assumptions yourself or describe them to Wally in the chat. A fixed calculation engine computes the P&L, balance sheet, cash flow and taxes up to ten years ahead.
Building a forecast in a separate Excel fileA forecast based on the bookkeeping, right inside the dossierRecalculating every investment, loan or hire by handAdd a decision and instantly see its impact on result, cash and solvencyPutting scenarios side by side for a loan applicationCompare scenarios and share them as a PDF or in your report
From figures to a clear report for your client
Turn any dossier into a clear report in one click, with the key figures, charts and insights. Ready to share as a PDF or deliver securely to your client.
Manually pulling together figures and charts for a client meetingA report with figures, charts and sources in one clickSharing loose figures without explanation or comparisonTrends, interpretation and sector comparison included
From trusted source to clear insight
All the right information, ready for advice. Wally Focus bundles information from official sources and your own practice software into one dossier. So you always have up-to-date data to advise clients correctly and with substance.
Outlook
Gmail
Leexi
Claritalk
Silverfin
Adsolut
Expert/M
CBE
NBB / Central Balance Sheet Office
VIES
MyMinFin
Exact Online
Yuki
Octopus
Horus
AdminPulse
FID ManagerBelgian Official Gazette
Every figure with a clear source
You see instantly where every figure comes from and how recent it is. So you always work with transparent, verifiable information.
Your data stays within your firm
Data from your connections is used for your firm only. It is never shared or reused.
Always up-to-date files
Wally checks the official sources daily and tracks changes automatically. So you quickly see what changes in your files.
What does Wally Focus cost?
You pay per dossier you activate in Wally Focus: €3 per dossier per month. Activate a dossier by 31 December 2026 and you pay only €1 a month for it for 12 months.
Price per dossier
- €3 per dossier per month
- Introductory price: €1 per dossier per month for 12 months from activation, for every dossier you activate by 31 December 2026
- Minimum of 25 dossiers
Flexible every month
- Monthly billing
- Activate or deactivate dossiers every month
- All prices exclude VAT
Frequently asked questions
Which data does Wally Focus use?
Wally Focus combines public sources — the CBE register, NBB annual accounts and the Belgian Official Gazette — with the data your firm already connected to Wally, such as your accounting package. Next to the official figures you also see what is happening in your files today.
Can another firm see my figures?
No. Public sources are the same for everyone, but everything that comes from your own connections stays within your organisation. Wally never uses your firm data for anyone else.
Who sees a client's files and notes?
With every upload you choose whether a file is visible to the whole firm, only to you or to specific colleagues. Wally only uses a file in the conversations of people who may see it. A company's notepad is shared with your whole firm. None of it leaves your organisation.
How current and reliable are the figures?
Every value in Wally Focus shows its source and date. An annual account is by definition a year old; that is exactly why Wally puts your recent bookkeeping figures next to it and always tells you when a figure dates from.
Does it work for companies that are not clients?
Yes. You can look up any Belgian company — a prospect, a supplier or the counterparty of your client — and put it on a watchlist to follow it.
Doesn't the AI make up numbers?
Figures come straight from the sources, not from the language model. Wally phrases the answer and shows the source next to every figure; you remain the one who decides what happens with it. In a forecast, too, a fixed calculation engine computes every figure; Wally only translates your assumptions.
Ready to really know your clients?
Book a demo and see Wally Focus at work on your own portfolio.