What is FinBoard?
FinBoard is a financial reporting and analysis tool designed for CFOs, financial analysts, and accountants. It enables users to seamlessly import QuickBooks Online reports into Google Sheets and sync them in real-time. With FinBoard, users can create custom financial models, consolidate financial statements across multiple QuickBooks entities, eliminate or rename categories in their financial statement - all within the collaborative Google sheets eco-system.
FinBoard is built for professionals managing financial data, including:
CFOs looking for automated financial reporting solutions.
Financial analysts seeking real-time data integration.
Accountants managing multiple QuickBooks accounts.
System Requirements & Compatibility
To use FinBoard effectively, ensure:
FinBoard is installed from the Google Workspace Marketplace.
You have a QuickBooks Online account.
You are using Google Chrome as your browser.
Your chrome browser profile is with the same email address as your Google Sheets account.
About FinBoard software:
There are 2 components to FinBoard - web application and Google sheets extension.
FinBoard web application enables users to
Connect and disconnect QuickBooks companies
Get a bird eye view of the created reports for each company.
Manage user access
Create a group company and manage the consolidation settings.
Restructure and rename chart of accounts for financial reporting
FinBoard plugin enables users to
Connect and Disconnect QuickBooks companies
Create a QuickBooks reports in Google Sheets
Refresh the reports data
Configure a report to auto-refresh