Features
Unlock financial insights with powerful accounting features. What's even better... these features are included on all monthly bookkeeping and outsourced CFO plans.
Mobile and web portal
Message your accounting team just like they are in the next office! Your portal includes access to:
- Team discussion
- File sharing
- Dashboards
- Employee onboarding
Financial scorecard
Live financial dashboards and monthly reports. Every account includes a basic dashboard and recurring P&L update. Outsourced CFO plans include custom dashboards and reports.
A complete accounting team
Every plan includes access to a financial analyst and a compliance (payroll and tax) specialist. Yes, every plan! Outsourced CFO plans include a senior analyst.