This product makes financial reporting, forecasting, and budgeting so much easier and without having to worry about formula problems in your Excel worksheets. You are assigned an accounting professional at implementation who guides you through the process. The integration with QBO is seamless and it also integrates directly with a number of payroll companies as well. Dashboards make it easy for the executive team to check in w/ the financial information and related KPIs frequently. Creating report packages for different users is very easy. This product is a game changer, especially for a small business with limited resources. Would also be great for a CPA practice that provides accounting and reporting services for clients. The accounting professional assigned to our account is also quick to respond and is directly accessible by email.

What impressed me the most was the responsiveness and expertise of their customer service team. Their team was there – knowledgeable, patient, and incredibly supportive.

Easy to use and update information for changes on the fly! I sue for both QBO and NetSuite clients for monthly financials as well as budgeting and forecasting. Multi-year forecasting is easy. There are a lot of different ways to reach the same result so it is flexible as well. Program helps to get clients more engaged in monthly financial discussions and planning for the future.