Why finance professionals struggle with data
Manual data is time-consuming
Finance professionals spend hours on data that could be automated. That's time away from high-value work.
Inconsistent results
Without automation, data quality varies based on who's doing it and how busy they are.
Scaling is impossible
You can't grow your finance business if you're stuck doing data manually.
How it works
Set up in 15 minutes. No coding required.
1
Connect your tools
Link your QuickBooks and other tools in a few clicks. No coding required.
2
Set your preferences
Tell us how you want to extract data. Use plain English, not complicated rules.
3
Let it run
Your data extracts automatically, 24/7. You get notified when something needs your attention.
Frequently asked questions
Everything you need to know about data automation
Ready to extract data automatically?
Join thousands of finance professionals who save hours every week.
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