How often do you update the data?

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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