With this customizable financial dashboard you can actually create any report you want from your retrieved data.  For CPA's, bookkeepers, consultants, business owners and managers this is a must!

Video on the Standard dashboard
Video on the dashboard using Excel

Q. Why do I need a Custom Financial Dashboard? 

A. Accounting data is a historical repository of information. It's a lot of data too. A picture is worth a thousand words. A Custom Financial Dashboard does three things to take all this historical data and give you better decision-making tools looking forward: 
1) Numbers are turned into graphics, so it's easy to see and understand large amounts of data quickly. 
2) Models and mathematical formulas are created for you, to make it easy to understand the relational, trending and time elements of the data. 
3) The interface is visually pleasing/enterprise class, but very user friendly.


Q. Why are there three models?

A. OneTouch is for the casual user who wants to look quickly at a few top-line items and a couple of specific items. This type of user is often a company with one to three employees. The Standard model gives the user many more tools for monitoring triggers, as well as an unlimited amount of charting capability. The Pro model unlocks it all and gives the user a 2-year proforma, all the ratios, maximum triggers, all business valuation modules, and the ability to import Excel® files for creating custom modules. Click on the Product Comparison Chart button on the Products page for more information.


Q. How does information get from QuickBooks® to a Custom Financial Dashboard?

A. a Custom Financial Dashboard has a query engine that integrates with QuickBooks®. You do not have to export data from QuickBooks® . 


Q. Can I exchange dashboard files with my CPA?

A. a Custom Financial Dashboard Standard and Pro allow you and your CPA to exchange every facet of a a Custom Financial Dashboard dashboard, and you can password protect the entire dashboard or any folder or page. In fact, your CPA can create powerful extended dashboard modules for you. 

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