July | Automated Monthly Review

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