Palo Alto Software has launched a service to integrate QuickBooks data with the company’s LivePlan software to allow accountants to remotely monitor the performance of a client's business.
The service provides access to QuickBooks data in the cloud so accountants can monitor their business clients’ financial performance, as well as help them with budgeting and forecasting. Users can sync their QuickBooks account to LivePlan to get real-time access to key accounting data at any time from a mobile device, allowing them to track sales and expenses against a business plan and make business decisions.
The LivePlan Scoreboard feature enables accountants and their clients to leverage profit centers within a business, identify and correct loss centers, and monitor payables and receivables in order to improve the business’s overall financial performance.
Accountants and their clients can collaborate online to build a budget and sales forecast, and then automatically bring in actual financial results by syncing with their QuickBooks data. Accountants can also advise their clients by posting comments in LivePlan to help them focus on their key performance indicators.
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