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 is updated through the end of the prior month.
For example, the reports we run on August 10th or 20th will be updating the month of July for financial data, but the July customer and vendor data will be pulled on August 1st.
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How do I log in to view my data?
To log into the Power BI Portal, follow these steps: Open a web browser: Launch your preferred web browser (e.g., Google Chrome, Mozilla Firefox, Microsoft Edge, etc.) on your computer or mobile device. Navigate to the Power BI Portal: In the address ...
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 ...
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 ...
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Days Payable Outstanding (DSO): Why is this important?
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