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Packaged Reports

Sales & cash trends

New vs repeat sales

Retention trends

Concentration summary

Prioritized collections

Collections metrics

Customer segments summary

QuickBooks (all editions)

Sage Intacct

Xero

Unlimited users

Growth

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$95/month

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Packaged Reports

Details in Spreadsheets

Sales & cash trends

New vs repeat sales

Retention trends

Concentration summary

Prioritized collections

Collections metrics

Customer segments summary

Customer segment details

Customer LTV

Customer payment performance

Churned customers

Retained customers

QuickBooks Online

Xero

Unlimited users

Phone support

Expansion

Best for business over $10 million in revenue

$195+/month

Try for Free

Packaged Reports

Details in Spreadsheets

Sales & cash trends

New vs repeat sales

Retention Trends

Concentration summary

Prioritized collections

Collections metrics

Customer segments summary

Customer segment details

Customer LTV

Customer payment performance

Churned customers

Retained customers

QuickBooks Online

QuickBooks Desktop

QuickBooks Enterprise

Sage Intacct

Xero

Unlimited users

Phone support

Customized analyses

Accountants and CFOs

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