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. Open an Incognito window or InPrivate window in ...
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, 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 ...
EBITDA Margin: Why is this important?
What is EBITDA Margin? EBITDA Margin, or EBITDA Profit Margin, is a financial ratio that represents the percentage of total revenue retained as EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). It measures a company's ability ...