End the drudgery of Data Collection once and for all!
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Are your clients tired of spending hours to send information for comparison? Maybe it is you spending hours trying to pull that information from generic accounting system reports to fill category buckets like these?
Our data collection module makes it easy for business owners to upload accounting information to your database, all while protecting their right to decide what to share. |
Data collection straight from the source
- We have built direct connectors to popular accounting system to enable simplified upload of accounting data. Platforms currently supported include:
In addition to the system specific connectors, we offer an alternative CSV upload option for users that want explicit control of the information fed to the group.
- Account mapping tool gives users the ability to decide during onboarding what category their accounts will summarize to in a simple drag and drop interface.
- Data uploaded tab shows users the information that is already loaded into the group.
* Since we support QuickBooks Enterprise, that means we also support all other versions of QuickBooks desktop regardless of industry or year purchased
- QuickBooks Online
- QuickBooks Enterprise (QBES) *
- Xero
- Sage 50 (Peachtree)
- Wave Financial (in Beta)
In addition to the system specific connectors, we offer an alternative CSV upload option for users that want explicit control of the information fed to the group.
- Account mapping tool gives users the ability to decide during onboarding what category their accounts will summarize to in a simple drag and drop interface.
- Data uploaded tab shows users the information that is already loaded into the group.
* Since we support QuickBooks Enterprise, that means we also support all other versions of QuickBooks desktop regardless of industry or year purchased