DOING BUSINESS IS NOW EASIER
Introducing finance & reporting automation.
How different would your organization be with automated help in the areas of leadership – specifically strategy and decision making? Would pro-activity instead of re-activity help? How much do you value clearer directions, increased efficiencies, and more profit? How much time would it save you? How much money would it make you?… To have all your leadership-related challenges diminished by 80%? How about increased effectiveness and ease, with improved team dynamics for starters?
THE OPERATING SYSTEM FOR…FINANCE & REPORTING
Insurance Balance™ (Platinum)
No need to log in to each bank account separately, simplify your process and view them all on one platform.Learn More
Insurance Scoreboard™ (Platinum)
Your accounting analysis tool that rides on top of your accounting system (QBO) to help you make the best decisions even easier.Learn More
Insurance Scorekeeper™ (Coming Soon)
Remove the manual work of bookkeeping and accounting and make your finances easy.Learn More
Insurance Loans™ (Coming Soon)
A network of lenders who can fund your business – one simple application leads you to the right lender.Learn More
Insurance CFO™ (Coming Soon)
Hire a CFO, controller or financial consultant to improve your agency through next-level consulting and tactical help.Learn More
GET AN EDGE FINANCE & REPORTING A.I.