We Have been searching for a solution to consolidate reporting for multiple QBO entities. This was easy to roll out and saves time for our monthly Family Office reporting. After initial setup, it is as easy as hitting a couple of buttons each month. Previously we had been using Excel, which was not ideal.

The fact that you only need to set it up once and the automates your monthly management reports in a professional way is really impressive to clients. The charts and visual aids also really help to translate data into information

no need to download data into Excel and reformat or model