KPI Business Intelligence
Stay Informed with Real-Time Financial Insights
Receive real-time, up-to-date financial information on your business. From an executive summary with a high-level overview of your finances to detailed breakdowns of revenue and expenses, your business has access to valuable insights that simplify decision-making and keep you informed about your financial health.
bookkeeping and tax tools
CFO Level Budgeting and Forecasting Tools
Precision Planning for Long-Term Success
Gain CFO-level insights that support strategic financial planning. With tools to track cash flow, budget effectively, and forecast for receivables and payables, achieving both short and long-term financial clarity has never been easier.
Enhanced Detailed A/R and A/P Reporting
Manage Payments and Revenue with Confidence
Take advantage of comprehensive A/R and A/P reporting with real-time snapshots of your business’s financial performance. With features that track incoming payments and outstanding bills, you gain visibility into your financial commitments and incoming revenue, making it easy to manage your finances proactively.
Secure Encrypted Desktop and Mobile App Portal
Secure Financial Access, Anytime, Anywhere
Optimized for mobile devices, the mobile app portal allows you to access vital financial information anytime and anywhere. Perfect for on-the-go users, the mobile app portal is protected with end-to-end encryption, ensuring sensitive financial information remains secure and confidential.
Secure Encrypted Company Dashboard
Financial Oversight Made Simple
Enjoy the safety and confidentiality of a secure encrypted company dashboard for all your business’s financial needs. The secure encrypted company dashboard provides a safe environment for messaging and document sharing, as well as a quick overview of performance and easy monitoring of key financial metrics in real time.
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