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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.

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Watchlists

See 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 you
  • Only noticing changes when your client gets in touchSee changes in mandates, publications and figures as soon as they happen
  • Keeping track yourself of which files to follow upOne clear overview of every file that needs your attention

Company pages

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 page
  • Copying and analysing annual-account figures manuallyKPIs and trends calculated automatically from the annual accounts
  • Working out yourself who is a director and which companies are relatedMandates and related companies instantly mapped out

Reports

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 click
  • Sharing 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.

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Wally Focus

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.

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.

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.

Ready to really know your clients?

Book a demo and see Wally Focus at work on your own portfolio.

Book your demo