account mapping

Organize your accounting data so it's easy to view and understand.

Account mapping allows you to change the structure of the data that is integrated from your accounting software. Define what accounts go into which categories so that your reports are easy to understand.
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account mapping

Organize your data.

Organize your data so that your reports are more intuitive and easier to understand.

Group accounts or split them up into new types

For examples

Split Canada and US sales into two different categories

See all software related expenses in one category

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data sync

Edit freely, your data is safe.

It doesn’t matter if you use Xero, QuickBooks Desktop or QuickBooks Online. Any changes you make will not affect your accounting software. In fact, your forecasts will not be affected either, only the way your accounts are structured.

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"I used to spend HOURS doing cash flow reports on excel. This tool is invaluable. I also find the customer support is above and beyond anything I've ever experienced"

Michael K
organize accounts

Organize your data in a way that's right for you.

Change category names, create new ones or move accounts from one category to another. It’s all very simple and straightforward.

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reset account mapping

You can always revert to your accounting software mapping.

If you are not happy with the changes you made to your account mapping, you can always reset your accounting software original mapping.

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cash in pie

Help colleagues understand your reports.

Organize your data to clearly named categories allowing colleagues to understand your cash flow reports easily.

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