Advisor Guidance System User Guide

• Related Articles

• 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, invoice sales list, customer contact list) and Vendor Data (vendor list, check ...

• 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 ...

• Release Notes 10.31.2024

  AGS v1.0.1 release notes AI Advisor v1.0.1 release notes Improvements The AI insight feature related to cash flow has been renamed. This change aims to provide a clearer and more intuitive label for users accessing this functionality. (AI Advisor ...

• How long does the process take?

  Your historical data will be loaded within 24-48 business hours from the time we receive remote access to your system. We load three years worth of data initially and then update monthly thereafter. If you don't have three years worth of data, we ...

• Days of Cash: What does it mean and why is it important?

  What is Days of Cash? Days of Cash refers to the number of days a company can operate using its available cash and cash equivalents without further revenue. Why is it important? Days of Cash indicates a company’s short-term liquidity and its ability ...