Unlock Your Historical Data
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, Anytime and Anywhere
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
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
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
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
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
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-Map Source Objects
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 [...]
