We partner with...
Accountants, CPA's, Fractional CFOs and Investment Firms
Please contact us to hear about our partner plans.
Why Accountants & CPAs Love Us
- We help you communicate effectively with your customers
- Create a great client experience for your customers with easy to visualize data
- Help your customers understand their financial data with built in education and terms definitions
- Improve the information feedback loop
- Instant visuals of data, especially budget to actual comparisons
- Allow customer to reorganize and label their financial data without affecting anything in the accounting system
Why Investors Love Us
- Financial clarity for board members
- Increased transparency, which improves trust and better strategic decisions
- Consistent data and format across portfolio
- Better expense management and income monitoring
- Instant visuals of data, especially budget to actual comparisons
- Less production burden on stressed financial teams, so they can focus on day to day business improvements
- Make inter-month updates one-click simple, just login and refresh data
- Easier for accounting and finance teams to produce means data reaches the board faster
Why CFOs Love Us
- No more manual monthly updates in excel
- Create multiple scenarios quickly and easily
- Clear Budget drivers displayed on the same page as the outputs
- Automatically add new chart of account items from Quickbooks
- Instant visuals of data, especially budget to actual comparisons
- Make inter-month updates one-click simple, just login and refresh data
Why Non-Profits Love Us
- Financial clarity for board members, especially the Treasurer!
- Better expense management and income monitoring
- We offer a 10% discount for qualified non-profits!
