Your Accounting App offers a comprehensive suite of financial and operational reports and dashboard that give real-time insights into your organization’s income, expenses, profitability, and compliance. Built on Salesforce’s powerful reporting engine, these reports and dashboard can be customized, filtered, and shared as needed.
The reports and dashboard are categorized to suit different user roles:
- Executives and CFOs → Profitability & Forecasting
- Accountants and Bookkeepers → GL, Tax, Ledger Reports
- Operations Teams → Vendor/Customer Transactions, AR/AP Aging
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