PROCESS
REAL TIME FINANCIAL MONITORING
Real-time data access and AI processing of customers’ accounting data provides ongoing financial analysis, reporting, and risk monitoring.
STEP 1
STEP 2
STEP 3
YOUR CLIENTS
Your clients get a Decision Maker (DM) account
Connect their accounting software to the DM
Each client uses their DM account to make the best financial decisions
With the DM, your clients have access to:
- Innovative Reports
- Smart Simulations
- AI Advisor
FINANCIAL INSTITUTION
To become part of your portfolio through a unique access code
For continuous and Real Time data access
Your enterprise account comes ready with automated financial analysis, reporting and risk monitoring
You will receive in real time:
- Financial Statements
- Financial Analysis
- Projected performance
- Financial Score & risk
- Performance Alerts