🛠 Create your core set of templates, customized to your goals. 👬👬 Duplicate to serve multiple teams and clients. 💪 Empower your teams and level up your client offering with live dashboards. 😍 Save 2 days a month of financial reporting with 5 clicks.
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Best
Great product - really useful - when can I use it!!
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@samantha_evans4 We're live now Sam! Click through with the visit button and take as many templates as you like, share with your international crowd on programme if useful : )
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Great progress, team! Can I replicate my templates across various companies too?
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@yulia_boskholova1 Yes, that's one of our main new features Yulia, you can now create your custom template (or use one of ours) and simply plug in new data from your QB accounts. So no need to create new templates or sheets, it's all plug and play in a few clicks : )
It's good to have a lot of template options so you can use one of them or build your own using some formulas from them. Great job 👍
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@degisner Great to hear we're on the right mark Andrew, our hope was to give people a starting point that is immediately useful but can become as custom as needed!
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