Financial Reporting that Real Business People can Understand and Use to Make Faster and Smarter Decisions

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Reporting is More than Visualizations

Visualizing financial results is one thing. Knowing what to do with the information is a totally different ball game. Our AI engine helps you identify challenges and suggestions.

How it Works

MoreReporting automatically extracts all the transactional data from Quickbooks to provide instant drillable reports and dashboards. Then, we benchmark results against the client's industry, check key financial ratios, trends, and behaviors to see if something is off.

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Featured Functions

Automated solutions designed to help grow your client's business.

Practice Portal

Manage all of your clients reporting and analysis processes in one simple overview.

Client Portal

Give clients 24/7 online access to their automated financial statements and reports.

Financial Reports

Drillable reports based on transactional data to make smarter decisions.

Financial Analysis

Advanced analytical reports such as industry benchmarks, bank score analysis, accounting analysis, etc. 

White Label

White label with your logo to remind your clients of the value you bring to them.

Alerts

We'll monitor your clients' progress and alert you if they deviate from their goals or industry standards. 

Month-end Close

The month-end close review helps you check that all transactions are booked correctly before releasing your clients' reports.

Email Reports

Send out automated email reports when your clients are away from their computer or on the road.

Quickbooks Top 100 ProAdvisor Susan Cook Explains the Type of Reporting Clients Want

 

5.6 MM businesses

There are more than 5.6 MM U.S. businesses in the Quickbooks space with 2-99 employees.

#1 concern

A recent survey shows that the #1 concern of SMB owners is to grow financial results.

49% needs help

Half of the market says they need external help to grow and accelerate their business.

44% say no impact

Almost half of the market says their current accounting partner has zero impact on their results.

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