Hudson, NH
Summary
This business provides a platform that transforms accounting data into actionable client insights, enabling accounting and finance firms to serve their small business clients more effectively. It connects seamlessly with popular accounting software like QuickBooks, Xero, and Sage Intacct, automating the generation of client records and reports. The service offers insights into customer lifetime value, sales trends, and operational performance, helping firms optimize pricing and improve client relationships.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
4.4 years — Since Aug 2020
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
541219
SIC 4 Digit Code
8721
SIC 2 Digit Code
87
Industry
1. Financial Technology and Accounting Services
2. Other Accounting Services
Vendor
Source
Microsoft
TXT Record
TXT Record
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| 2024 |
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