This task can be performed using Causal
Causal: Simplify Financial Planning with Integrated Dashboards and Insights
Best product for this task

Causal
analytics
Causal is a groundbreaking business planning platform that revolutionizes financial analysis by integrating data from diverse sources such as QuickBooks, Xero, and various CRMs. It simplifies complex financial modeling into intuitive dashboards that provide clear, actionable insights. With Causal, users can visualize trends, create dynamic forecasts, and explore different business scenarios effortlessly. The platform’s collaboration features, including real-time editing and version control, ensure that teams can work together seamlessly and stay aligned. Causal also reduces the reliance on cumbersome spreadsheets, making financial planning more efficient and accessible. Catering to startups and large enterprises alike, Causal offers scalable solutions to meet the evolving needs of modern businesses.

What to expect from an ideal product
- Pulls financial data from QuickBooks, Xero, and CRMs into one place
- Creates easy-to-understand dashboards that show key financial insights
- Allows users to build forecasts and test different business scenarios
- Enables team collaboration with real-time editing and version tracking
- Replaces complicated spreadsheets with a more user-friendly interface