It only takes 3 steps. We don’t want you to get overwhelmed.
We’ll walk you through for a hassle-free transition.
Ensure seamless financial tracking and reporting by aligning your business’s chart of accounts with specific departments. This enables better insights into departmental performance and aids in efficient decision-making.
Streamline financial management by assigning relevant accounts to individual departments, allowing you to monitor their financial activities separately and optimize resource allocation.
With clear mappings of accounts to departments, you can gain a comprehensive understanding of your business’s financial health, enabling effective planning and driving overall growth and profitability.
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Our Patent-pending color-coding achievement tracker makes it easy and quick for you to keep track of your company’s performance. It’s as straightforward as it can be – Green is good and red is bad. No need to wait for reports as your financials are updated the moment you input financial data.
The simplified financial dashboard allows users to take control of their specific areas of finances, such as accounts receivable, accounts payable, and inventory. You can view detailed financial reports, charts, and graphs to gain a deeper understanding of their financial position. The dashboard features a unified view of your daily operations to know your business numbers.
1-on-1 business sessions help business owners assess their financial performance and plan for the future. Listen to sound advice from professionals in the business field, review your financial data, and discuss strategies for growth and profitability through the use of business report cards. They will also provide insights and recommendations for improving financial performance and achieving the business’s goals.