Product Only – Finance

Unlock Your Historical Data Identify month-by-month trends in your revenue and expenses. Any timeframe, any segment. Insights into Emerging Trends Drill in on Specific Accounts or Segments No [...]

Financials at Your Fingertips Turn-key, value-add financial reports available anywhere, anytime. Unlock Your Financials from Your Desktop Always On, Always Up-to-Date Works with QuickBooks Online [...]

Consolidated Company-Wide Reporting Don’t let fragmented QuickBooks files hamstring your financial reporting. One set of reports for your whole company. Unified Reporting Across Offices Segment [...]

Visual, Powerful Financial Insights Drill down when you need to, or step back to take in the big picture. InsightSquared delivers visual answers to your financial questions. Intuitive visuals and [...]

QuickBooks + Salesforce.com = Analytics Gold Your financial data is an asset. InsightSquared’s Multi-Data-Source (MDS) integrations deliver reports your can’t get anywhere else. MDS Reports [...]

Sold vs. Actuals Compare invoiced values to CRM deal figures and guide your Sales team with better data. Automatic Match Deals and Invoices Deal-by-Deal, Client-by-Client, or total Company More [...]

Identify Your Best Customers Keep tabs on your customers and know who is paying on time and who owes you what. Powerful retrospectives not possible in QuickBooks! Collection performance by [...]

Auto-Associate Source Objects Seamless MDS integration associates “Acme Incorporated” in QuickBooks with “The Acme Inc.” in Salesforce. Only with InsightSquared! Simply review auto-associated [...]