Real Time Financial Monitoring
Real-time data access and AI processing of customers’ accounting data provides ongoing financial analysis, reporting, and risk monitoring.
Your Clients
STEP 1
Your clients get a Decision Maker (DM) account
STEP 3
Each client uses their DM account to make the best financial decisions
STEP 2
Connect their accounting software to the DM
STEP 4
With the DM, your clients have access to:
- Innovative Reports
- Smart Simulations
- AI Advisor
Financial Institution
STEP 1
To become part of your portfolio through a unique access code
STEP 3
Your enterprise account comes ready with automated financial analysis, reporting and risk monitoring
STEP 2
For continuous and Real Time data access
STEP 4
You will receive in real time:
- Financial Statements
- Financial Analysis
- Projected performance
- Financial Score & risk
- Performance Alerts