Focus on what matters

Spend your time with the client, and leave the analytics to us. Get a portfolio of features that generates powerful insights from your client's data.

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Features

Fast File Upload

One click away

Fast File Upload

01

Download the auxiliary movements file from your accounting software and upload the Excel file to our system. Choose the client you wish to associate and that’s it! Our system will automatically transform the file into structured data ready to be analyzed.

Secure Database

No peeking!

Secure Database

02

Our database uses the latest security practices to keep away unauthorized people from accessing your data. You will receive notifications every time someone tries to log in to your account.

Dashboard Creation

Takes seconds, not hours

Dashboard Creation

03

Don’t have the time to create 3,000 charts and graphs? Don’t worry, we can build them for you in seconds. With the information uploaded to our database, we can transform raw data into valuable insights.

Advanced Analytics

The industry-standard way

Advanced Analytics

04

Our advanced analytics allow us to merge important findings and create metrics, indicators and more. You can configure which ones you would like to see, then let the software do its thing to show you the results.

Insights Highlighting

Take the stress out of maths

Insights Highlighting

05

We know it sometimes can be hard to find insights in the huge data ocean, so leave the navigation to us and we will show you the way! With our custom made algorithms, your data can be transformed into findings by visualizing the important metrics in the dashboard.

Easy Customer Management

We mean it

Easy Customer Management

06

Handling a large quantity of customers can be a hassle, especially if all of your customers are waiting for a custom solution. That’s why we offer you a simple solution to organize, look and edit your customer’s data without having to migrate to another platform.