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 detail). These reports vary depending on what system you are running to manage your business.
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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 ...
How often do you update the data?
We pull reports to load the data on either the 10th or 20th of the month, whatever works better for you. We update our financial models monthly after you close your books. Customer and Vendor data is pulled concurrently, but the data is pulled to ...
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 ...
How do I log in to view my data?
To log into the Power BI Portal, follow these steps: IF SHARED TO YOUR MICROSOFT 365 ACCOUNT: Open Outlook and find the email from 4ID that contains the link to the app. Click the link. This will bring you directly into the app. If you are not signed ...