Connect your accounts. Keep the work built on them current.
Bring in Xero, Quickbooks or Excel, refresh your actuals and keep your forecasts, analysis and reports moving with them.
From connected accounts to finance work that stays current.
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SmallFor individual analysts, founders and advisors.
Most popular
MediumFor small finance teams working together in one shared workspace.
LargeFor finance teams managing multiple entities, clients or users.
Questions about connecting, mapping and refreshing your accounts.
Connect Xero, Quickbooks or Excel, then add PDFs or supported market data where relevant. Everything feeds into the same working financial view, so you can use it across the work that comes next.
Your accounts and reporting lines are mapped into the structure you need. Review the mapping once, then reuse it as new actuals arrive instead of starting again each time.
Your existing mappings stay in place. New or unmatched accounts are surfaced for you to review, and AI can help classify them and update the reporting structure.
Your latest actuals flow through to forecasts, scenarios, valuations, analysis and reports. Your mappings and assumptions stay in place, so the work updates with the numbers instead of being rebuilt each month.