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White-labeled Experience

Business Owner UX
Bookkeeper UX
How to Embed

Accounting

Chart of Accounts Component
General Ledger Component
Journal Component

Bank Transactions

Expense Dashboard
Income Dashboard
Transaction Dashboard Component
Transaction Form
Plaid Integration

Bookkeepers

Bookkeeper Dashboard
Bookkeeper and User Management
Log into a specific business

Business Intelligence Tiles

BI Tile Overview
BI Tile Components

Financial Statements

Report Dashboard
Balance Sheet
Cash Flow Statement
Profit & Loss
Trial Balance

Imports

QBO Import Component
Xero Import Component

Mileage

Mileage Dashboard Component

White-labeled Experience

Business Owner UX

Business Owner UX Demo

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