Modern Features
Zero Learning Curve: The fastest way to deliver 3 statement forecasts and reporting
Save time with automatic chart of accounts mapping, fast data sync, and one-button forecast creation. Impress clients with tailored financial statements, KPIs, and budget vs actual reporting automatically prepared.
Instant Forecasts
Generate dynamic 3-Statement forecasts with the push of a button. Customize the forecasts easily, including capital plans with our automatic loan calculator.
Invite your clients to log in with Xero or Quickbooks credentials for dashboards and self-service access to financial reports.
Use your clients’ history to predict their future needs. Create scenario plans that help clients prepare for the future. Automatically send Budget v Actual reporting monthly.
Painless Integrations
Easily pull in your clients' Xero or Quickbooks history in minutes, no technical skills required. Auto-sync nightly, or on demand in real time.
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