Manage your finances efficiently by automating financial analysis

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Clients

This screen contains the data of all clients for which services are provided within the selected account and the list of all the users and watchers with permissions to access that data.

Number of clients is limited by the current subscription package.

ACTIONS:

  • Add a clientability to define new clients within the account.
  • Edit allows to change the configuration of the currently defined client.
  • Deletedeletes the selected client from the current account.

Get ahead of the others and automate your financial analysis

By introducing financial analysis and permanent financial monitoring of companies into your offer, you go ahead with market demands.

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