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FinBoard is used by accounting firms, fractional CFOs, bookkeepers, finance teams and FP&A analysts who need the flexibility to consolidate financial statements and create custom financial models, such as cash flow forecasts, budget vs. actuals comparisons, live dashboards, and more. It enables liveflow of the data from QuickBooks to Google Sheets

💡 How It Works
We achieve this by automating the creation of custom financial reports using periodic QuickBooks data. Imagine building proprietary templates in Google Sheets™ for your clients—templates that automatically update with the latest QuickBooks™ data every month. This saves hours of repetitive work.

🚀 FinBoard’s Powerful Features

1️⃣ Chart of Accounts Customization
Handle re-categorization and renaming for accurate reporting.

2️⃣ Entity Consolidation
Combine multiple financial entities into consolidated financial statements, including handling complexities like inter-company transactions and eliminations.

3️⃣ Project-Level Summary Reports
Generate project-specific reports—a feature heavily used by firms serving construction and NGO clients.

4️⃣ Custom Models and Dashboards
Create your own models and dashboards in Google Sheets™, which stay up to date with QuickBooks data. For example, import an income statement into a spreadsheet, add budget and variance columns with the relevant data/formulae, and voila! Your report stays automatically updated with the latest data.

5️⃣ Auto-Scheduling
This feature ensures that your report templates and dashboards automatically refresh every hour, providing real-time updates without manual intervention.

💰 Pricing
Starting from $20 per entity per month. 

📅 Skeptical? Book a quick 30-minute demo with us
 https://calendly.com/vaishnav-finboard/30min

💵 Implementation
Our experts will help automate your financial templates and dashboards with QuickBooks data. Plus, our premium support team is always available to unblock you and help you deliver greater client value.

Why Choose FinBoard?
⚡ Generate Monthly Financials in Less Than 10 Seconds
Save up to 4 hours per entity every month.

🌐 Unlimited Entities
Effortlessly connect and manage multiple entities.

► Recommended if you found limitations in tools like Liveflow, Datarails, Coefficient, Syft, G-Accon or Fathom

🔒 Data Privacy
Your data is secured on US servers with enterprise-grade encryption. FinBoard is a member of the Intuit Developer Program and undergoes regular security audits for compliance.

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