Step 3: View Data
Now that you have added a Business and created a connection with an Accounting Service provider you can view and download the financial summary & reports in Accounting Data as a Service™ Dashboard.
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In the left sidebar navigation menu, go to Businesses.
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Select the Business Name.
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Click on the business you will like to see data for.
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The Financial Summary tab will show you visualizations of the overall financial health of a business. You can also access the Reports tab to view detailed financial reports like financial statements, invoices and more!
Updated about 2 months ago
Congratulations, you have completed the Accounting Data as a Service™ Quickstart! From here, we invite you to learn more about all the features and next steps to get you ready for production.