Getting Started
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 ...
What do I need to do to get started?
Prerequisite for sign-up is having a system that is online and allows us remote access. Examples include Quickbooks Online, Intacct, Xero, etc. We need read-only or reporting access to the system so that we can run and customize reports. For all ...
What are my payment options?
We accept all major credit cards. Upon sign-up, enter your card information (we cannot see the numbers). The subscription is a monthly recurring charge.