Hi, I'm an accountant with several clients. Does this product support accountants who work with several clients, or is it designed for a single business?
A: Yes, the product supports accountants working with multiple clients by managing each client as a separate entity. However, to ensure the best experience and proper customization for each business, a separate license is required for each company. We’d be happy to discuss options that work best for your needs!
A: Tier 3 allows for one company account, but you can connect multiple QuickBooks Online (QBO) or Xero accounts to that single company. For example, if your company operates multiple branches, such as Branch 1 with its own QBO and Branch 2 with another QBO, you can seamlessly integrate both into the same company profile within Flightpath Finance. This flexibility ensures that all your financial...
A: Yes, Flightpath Finance allows you to generate cash flow forecasts, and they are highly customizable. You can tailor scenarios based on your specific needs, such as revenue streams, expenses, and growth plans. The forecasts are accessible on the dashboard, and you can easily copy and paste the data into an Excel sheet for further analysis or reporting.
Q: sync with freeagent?
hello, we have freeagent instead of quickbooks / xero. does it integrate with that?
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Q: Could this be used for an E-commerce Business?
I am curious to see whether the metrics and different features of Flightpath Finance would serve an E-commerce company well.
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Q: Multiple Companies
Hi,
I'm an accountant with several clients. Does this product support accountants who work with several clients, or is it designed for a single business?
Allison_FlightpathFinance
Dec 6, 2024A: Yes, the product supports accountants working with multiple clients by managing each client as a separate entity. However, to ensure the best experience and proper customization for each business, a separate license is required for each company. We’d be happy to discuss options that work best for your needs!
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Thanks for your response. Will I be able to access all my clients on a single platform, or will I have to sign into each client's account separately?
Q: Is tier three essentially three companies we can work with?
How many companies does tier three allow for?
Allison_FlightpathFinance
Nov 26, 2024A: Tier 3 allows for one company account, but you can connect multiple QuickBooks Online (QBO) or Xero accounts to that single company. For example, if your company operates multiple branches, such as Branch 1 with its own QBO and Branch 2 with another QBO, you can seamlessly integrate both into the same company profile within Flightpath Finance. This flexibility ensures that all your financial...
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Q: cash flow forecasts
hi, do generate a cash flow forecast? How customizable is this?
Is everything viewed in the dashboard or can data be exported into a google sheet?
Any white label options?
Allison_FlightpathFinance
Nov 26, 2024A: Yes, Flightpath Finance allows you to generate cash flow forecasts, and they are highly customizable. You can tailor scenarios based on your specific needs, such as revenue streams, expenses, and growth plans. The forecasts are accessible on the dashboard, and you can easily copy and paste the data into an Excel sheet for further analysis or reporting.
Share Flightpath Finance