July | Automated Monthly Review

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We dug into how this feature saves you time by automatically analyzing your financials, giving you insights on top movers and potential next steps you can take in minutes. 

*Pro-tip: check out the chapter titles to jump to any topic 

Our experts discussed topics such as:

  • What insights the Monthly Review provides
  • How to set up your account to get an automated Monthly Review
  • Leveraging the Monthly Review to dig deeper into your financials
  • How to create and share a pdf of your results 

 

 

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Annie Ryan

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