Upload Data: Allows users to upload csv files of financial statements that include balance sheets, profit and loss statement, and cash flow. The data is then transformed into relevant KPI across different dashboards.
Surveys: Allows users to participate in business analysis surveys that provide insight into their business performance.
Business Profile Update: Allows users to update the business information across different sections that include their business overview, online presence, products/services, bids, projects, products, services, equipment, customers, competition.
Sync Data: Allows users to transfer their data from other platforms ie QuickBooks, Wave, Square…