Automated models and data collection
Manually retracing historical data is both time-consuming and inefficient
Accurately reviewing past data is essential for financial reviews, evaluating past decisions, conducting retrospective analyses, and fulfilling various reporting needs.
Manually locating and compiling data from online sources is not only inefficient but also risks missing key information.
Capture every metric from all connected systems, every day
1
Daily Snapshots
Automatically captures a snapshot of all financial data every day from connected systems (QBO, Xero, Plaid).
2
Historical Modeling
Allows users to create financial models based on data from any specific point in time.
3
Retrospective Analysis
Enables users to track how financial metrics, such as cash flow, revenue, and expenses, have changed over time.
4
Change Tracking
Highlights differences between current data and historical snapshots, providing insights into retrospective changes or corrections.
5
Version Comparison
Compares snapshots from different points in time to analyze financial trends or detect inconsistencies.
6
Real-Time Data Access
Integrates seamlessly with current financial data, allowing users to access both real-time and historical information simultaneously.
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