QuickBooks Add-Ons: Corelytics Financial Dashboard

As part of our ongoing series about QuickBooks Add-Ons, this week we will be focusing on Corelytics Financial Dashboard.  Provided by CoreConnex, this application can help you to set & track goals for your company, compare your performance, and create forecasts.

To start, you can set-up the application by mapping out your QuickBooks Chart of Accounts to a standard set of accounts in the Corelytics application.  From there, you can access a range of features, from setting up goal tracking around revenues and expenses to comparing key performance metrics with other companies in the same industry.

The application is compatible with QuickBooks for PC Pro, Premier, and Enterprise Solution editions.  The standard plan allows for 2 users and is priced at $69.00 per month.  To learn more about the application, please visit the following Intuit webpage:  http://appcenter.intuit.com/corelytics/overview.

Davis & Hodgdon Associates CPAs has QuickBooks ProAdvisors on staff, ready to assist you with finding the right add-on to fit your business needs.  Call our office at 802.878.1963 or visit www.dh-cpa.com.

Jessica Taylor, Associate Accountant

Davis & Hodgdon Asscociates, CPA’s

September 2012