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Custom reports and models

V
Written by Vaishnav Gupta
Updated over 4 months ago

Creating custom reports and models in Google Sheets comes with challenges - data needs to be downloaded manually, models are not updated with latest data, formulas frequently breaks, etc.

FinBoard solves this through:

  • Import and sync live data through a reliable QuickBooks <> Google Sheets connector

  • Insert columns and rows to an existing sheet without breaking the live-data connection

The second feature is very powerful and could enable you to build models really really fast, while keeping the model updated with the latest data.

Example:

  • Create a cashflow report, insert rows/ columns and use your custom formula to build a custom cashflow projection report. This model always remains updated with the latest QuickBooks data

  • Create a P&L report and insert rows/columns to calculate growth percentages and revenue contributions. Use these details to model future scenarios. This model always remains updated with the latest QuickBooks data

If you have a specific template that you want us to automate, feel free to schedule a call using this calendly link

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