Overview

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.
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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.
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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.
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About FinBoard software:

There are 2 components to FinBoard - web application and Google sheets extension.
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FinBoard web application enables users to

1. Connect and disconnect QuickBooks companies

2. Get a bird eye view of the created reports for each company.

3. Manage user access

4. Create a group company and manage the consolidation settings.

5. Restructure and rename chart of accounts for financial reporting

FinBoard plugin enables users to

1. Connect and Disconnect QuickBooks companies

2. Create a QuickBooks reports in Google Sheets

3. Refresh the reports data

4. Configure a report to auto-refresh