Love the forecasting and budgeting tool. They also have great report customization for financial packaging. It also pulls through financial data from all our clients to view as a snapshot easily. My only speedbump with the xero integration is that Xero classifies credit cards with bank feeds as bank accounts. Makes the balance sheet and cash flow reports off so you need to do additional mapping for clean reporting.

Great for reporting and analysis.

Makes it easier to see your numbers. EBITA is particularly useful.

Great consolidation tool

I've been using the platform for several years now. It is great for providing clients with deeper insights into the information from their books. It also provides many more visuals to ease the process of familiarizing the clients with the information. A+++

It is a great app with a lot of features and versatility and is exactly what our firm needed, and the Support team are supper helpful whenever I get stuck on anything