Uses one-click integrations:
If you don’t use HubSpot CRM or QuickBooks, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.
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- Which customers are abusing your payment terms?
- What is your short term cash flow?
- What is the health of your pipeline?
Key Metrics
- Income, Gross Profit Margin, Total Expenses
- Pipeline Revenue, Closed Lost Amount
- Open Invoice Amount, Paid Invoice Amount
- Open Invoices by Client