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.
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.SCHEDULE A DEMO GET MY 14 DAY FREE TRIAL
Automated solutions designed to help grow your client's business.
Manage all of your clients reporting and analysis processes in one simple overview.
Give clients 24/7 online access to their automated financial statements and reports.
Drillable reports based on transactional data to make smarter decisions.
Advanced analytical reports such as industry benchmarks, bank score analysis, accounting analysis, etc.
White label with your logo to remind your clients of the value you bring to them.
We'll monitor your clients' progress and alert you if they deviate from their goals or industry standards.
The month-end close review helps you check that all transactions are booked correctly before releasing your clients' reports.
Send out automated email reports when your clients are away from their computer or on the road.
There are more than 5.6 MM U.S. businesses in the Quickbooks space with 2-99 employees.
A recent survey shows that the #1 concern of SMB owners is to grow financial results.
Half of the market says they need external help to grow and accelerate their business.
Almost half of the market says their current accounting partner has zero impact on their results.