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Dashboard
Data health (staff)
Reconciliation by period
P&L tie-out to the Trial BalanceRecent loads
Connections
Connect live data sources for actuals and forecastsQuickBooks Online
…Pull the chart, dimensions, Trial Balance, General Ledger, and aging straight from QuickBooks — no manual export.
HubSpot
…Bring in HubSpot deals, pipelines, and close dates to drive bottoms-up sales forecasts alongside your actuals.
Account grouping
…Place each account in its P&L or Balance Sheet grouping. We guess from the QuickBooks account type — review one line at a time and change any that are off; the statements rebuild automatically.