My clients and I love the custom financial and analysis statements. It brings a higher level of professionalism to my firm in that we can provide the exact information our clients need. I love the time savings as creating custom financials can be very time consuming each month. Finatical saves me hours each month since the custom financials can be produced each month very quickly. Also, the customer service has been top notch. Whenever I have had any issues, their team has provided the support I need to fix them.

Automated financial reporting out of QuickBooks

We love how the data is imported directly from QBO. It helps our clients see an overall picture of their finances.