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 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 "standard all access without payroll" to access to the system so that we can run and customize ...
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 ...
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 ...
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 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 ...