Finagraph

Unleash the financial knowledge inside QuickBooks for your clients

Description

Linking directly with QuickBooks, Finagraph instantly displays visual insights pinpointing the quickest ways to impact the business and strengths that should be leveraged.

Seamless integration with popular business accounting packages

Finagraph unlocks the details in QuickBooks for Windows and QuickBooks Online so you don't have to enter any numbers or run any reports. It's all automatic with the click of a button.

See instant visual trends with the click of a button

Detailed numbers are powerful, but it can be easy to get lost. In addition to the raw details we've incorporated charts, graphs and flags for instant visual recognition of where you need to focus your energy. Leave the number crunching to the CPAs.

Hover Help that provides insightful financial education

See definitions of key metrics and performance indicators, along with possible causes and potential solutions when those measurements are lower than ideal.

Personalize industry metrics with custom flags

Customize goals and red flags according to benchmarks you set, and examine your performance at every level

Find hidden cash

By comparing a business to the averages of the industry, Finagraph instantly identifies where pockets of cash may be hiding.

Examine key trends that impact the financial performance of a business

Analyze profits, COGS, sales and expenses in monthly, quarterly, or yearly views from detailed printable charts.

Seamless integration with popular business accounting packages
See instant visual trends with the click of a button
Hover Help that provides insightful financial education
Personalize industry metrics with custom flags
Find hidden cash
Examine key trends that impact the financial performance of a business

Information

DEVELOPER
Finagraph

LEGAL
Terms and Conditions
Privacy Policy

The Finagraph Financial Dashboard is now FREE !!


PLAN PRICE USERS DETAILS
Finagraph for Accountants and Business Owners FREE 20 The Finagraph Financial Dashboard is now FREE with automatic financial linking, benchmarking to industry averages, unlimited read-only users, custom ratio triggers, custom revenue comparisons, and a document manager.

We design for simplicity and strive to provide the best user experience possible. When questions arise, start with our Help Center where you'll find additional FAQs, Walkthroughs, and detailed videos. Support is also available via live chat through your Finagraph dashboard. Or contact our outstanding support team any time via helpcenter@finagraph.com.

Support: (000) 000-0000
Online: https://finagraph.zendesk.com


Check out the most frequently asked questions below: Expand all
HOW DOES FINAGRAPH STREAMLINE THE DATA COLLECTION PROCESS?
There are a number of transactions that a business may have including sales receipts, customer returns, employee expenses, purchase orders for inventory, payroll and bank deposits. Beyond transactions, the employees/ employers are responsible for sharing their financial information. Finagraph automates this process – saving you time, money and stress.
WHAT DOCUMENTS/ INFORMATION DO I NEED TO CREATE A FINAGRAPH?
All you need to start is your basic information and NAICS (North American Industry Classification System) code – if you don’t know your NAICS we can help you find it. If you're using QuickBooks for Windows, you must open the Finagraph website on the same computer running QuickBooks.
HOW DOES THE FINANCIAL DATA I IMPORT REMAIN SECURE?
In order to keep client data secure, we use world class data centers that pass yearly external security audits. In addition, we utilize risk management software to prevent cyber threats and provide customers with an extra layer of security. All data is encrypted and secured from the time of collection throughout the storage process.
CAN I EXPORT MY DATA?
Yes, your Finagraph can be either exported to a PDF or CSV file, whichever you chose.