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Reconcile
Make strategic decisions faster, save precious time, and focus on what really matters - growing your business.

What is Reconcile?

Reconcile is a comprehensive financial tool designed to empower business owners with real-time data and AI-driven insights. By seamlessly integrating with QuickBooks, Reconcile transforms raw financial data into an actionable dashboard, presenting key metrics in an easily digestible format.

Beyond providing a clear financial overview, Reconcile offers proactive compliance and tax alerts, ensuring businesses meet critical deadlines and avoid potential penalties. The integrated AI-powered business advisor offers personalized financial recommendations, effectively serving as a 24/7 CFO, and allows for rapid generation of investor reports.

Features

  • Real-Time Financial Dashboard: Connect your QuickBooks and transform your financial data into a live, actionable dashboard.
  • Compliance & Tax Alerts: Automated state and federal compliance and tax alerts tailored to your business information.
  • AI-Powered Business Advisor: Ask our AI-chatbot any finance or business question and receive personalized recommendations.

Use Cases

  • Tracking key financial metrics in real-time.
  • Ensuring compliance with state and federal regulations.
  • Receiving personalized financial advice and recommendations.
  • Generating investor reports.
  • Optimizing expenses and improving business performance.
  • Understanding business finances better.

FAQs

  • Can I get a refund if I'm not happy with the service?
    Yes you can. We offer a seven day free trial and a thirty day money back policy once you start your subscription. However, you won't be able to download your reports until you start a paid subscription.
  • How do I get started?
    Simply connect your QuickBooks account and provide some basic business info. Our platform does the rest, synthesizing data into a real-time dashboard.
  • Is my financial data secure?
    Your data's security is our top priority. We use state-of-the-art encryption and comply with all relevant data protection regulations to keep your information safe.
  • Is Reconcile for small business owners, financial professionals or both?
    Reconcile is designed to help small business owners, financial planners, accountants, and anyone else that wants to improve their own or their client's business performance.

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