MULTI-ENTITY MANAGEMENT
Manage users, entities, locations, and subsidiaries from a single sign-in. Create intercompany transactions with automatic eliminations and stay focused with consolidated reports across your business.
MULTI-DIMENSIONAL REPORTING
Save time with standard reports or prepare investor-ready custom reports with up to 20 dimensions. Categorize data across payments and accounting by line item and easily populate comprehensive reports.
INSIGHTS AND INTELLIGENCE
Make more confident decisions on resourcing, budgeting, and future projects with connected workflows and dynamic analysis.
FINANCIAL PLANNING AND ANALYSIS
Track your budgets and cash flow more effectively. Automate revenue recognition to stay compliant and plan for the future with AI-generated forecasts and granular insights.
NEW
Automate manual bookkeeping tasks like updating transactions, combining data, and reviewing for inconsistencies with the Accounting Agent—plus, get a faster month-end close with accuracy you can count on.
And using the Finance Agent, you can steer clear of costly mistakes with monthly financial summaries, budget insights, and performance monitoring.1
Assign users to standard user roles or create custom roles with permissions you control, ensuring each team member sees only what they need to do their job.
Monday - Friday 5 AM PT to 6 PM PT
