Popular Articles
How often do you update the data?
We update our financial models monthly after you close your books. We pull reports to load the financial data on either the 10th or 20th of the month, whatever works better for you. Customer and Vendor data is pulled the first week of the month and ...
How long does the process take?
Based on the agreed-upon schedule, the data will be refreshed and made available within one business day of the specified timeframe.
What reports do you usually run in my system?
For our financial model, we pull the Profit Loss Statement and Balance Sheet. For our customer and product models, we will pull Sales Data (Sales by customer detail, customer contact list) and Vendor Data (check detail). These reports vary depending ...
How do I log in to view my data?
Using your Microsoft 365 login, 4ID will share the app into your account. During the review meeting, you will receive an email that includes a link to the 4ID BGS app. Click on that link, and it will take you directly into the 4ID Business Guidance ...
Revenue: What does it mean and why is it important?
What is Revenue? Revenue refers to the total amount of money generated by a business or organization through its primary operations, such as selling goods or providing services, during a specific period of time. It is sometimes referred to as "sales ...