Join our Senior Developer and Head of Sales to find out useful recent enhancements that help you nail period close and scale advisory, including...
Period Close enhancements
- Support for QuickBooks Online clients
- Enhancements - quick resync, comments, and checklist download options
- Period Close Dashboard
- Checklist template - select accounts by keywords
Advisory enhancements
- Profitability insights - customize accounts to include
- AI Assistant - usage in Report editor, managing saved prompts, and prompt help and resources
