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
