Sales Office > Intro Videos
We are going to try to make some shorter videos to address the most relevant questions and informational wants and needs. Everyone is coming at this from slightly different angles and backgrounds and finding the right combination of information for introduction via video has been tough...
- Use video -- show one months worth of checking account transaction reconciliation
- Use video -- show one months worth of credit card account transaction reconciliation
- Tour of the software in 90 seconds
- The statements tab details and auto reconciliation
- The Income Statement
- The Balance Sheet
- The Licensing Model Introduced
- The Licensee Portal
- What does the Licensee get?
- What does the Sponsored User get and not get?
- Flow of transactional information from Bank in CSV to raw txns tab to ledger