I want a company-level financial dashboard that I can trust
Right now we’re manually pulling financial reports, but the pipeline data isn’t always accurate because unapproved projects can distort forecasts. I need a clearer dashboard for outstanding balances and company-wide financial visibility.
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Comments1
Steven Jackson
May 28
This is very important to every contractor because we need a place to upload reciepts and enter in cost codes for ever purchased line items which in return would allow us to see live and current financials. Also if handoff could connect to banking platforms to make sure that every purchase or transaction is reconciled that would take handoff to the next level. Also allow quickbook to talk both ways to communicate with quickbooks this would also be a game changer.