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Screenshots

Compare the financial plan to actual Sage Accounting figures each month/quarter and year to date

Create at a click of a button a financial plan from the numbers you co-created with your client

The 7 key numbers every business owner needs to know brought in from Sage Accounting

In less than 5 minutes get funding matches from 100+ lenders as well as get your team to build a funding plan to get the best result for your clients

Create an action plan to help your clients get there and hold them accountable

Co-create with your client to see what's possible with the 5 levers of success