Michelle Röse, Founder COO, and CFO of Breakaway Advising, first shared this framework at Intuit Connect. In this live follow-up session, she goes deeper on the touchpoints that deepen trust, spark conversations, and position you as indispensable — and shows how that same system unlocks upsells others are leaving on the table.
Users can now download their Insights Dashboard to Exce.
Users can now add commentary to reports, input Quarterly and Annual Threshold values, compare against same period last year and 10 additional metrics
Users can import multiple companies in a single import from cloud sources (Xero, QBO, MYOB, Sage Business Cloud, Acess Financials and Dimensions).
Users now have access to new features such as Insights Dashboard , Metric Drill Down and Summary Reports.
User can now quickly sort and organise imported companies by applying tags.