Client Features

Client Facing Features

End user friendly
Our tools are built to minimize the time needed to collect the information needed to power your Data Kingdom. In addition to ease of use, we enable you to define the level of detail clients share. From transaction detail to monthly summaries by account, we provide options to address client needs for some privacy

The Client facing features are broken down into 3 areas:

Collect - We provide the ability to connect to your accounting system and automatically pull in specified data
Map - Rather that forcing your clients to change their chart of accounts, our mapping tool
Compare - We provide a Power BI template that pulls together your clients accounting data in a way that allows you to provide value quickly. Since you are starting with a template, you can completely customize the reports any way you want and of course