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Analytics and Reporting
State tax reporting
Quickly generate state-specific reports to meet varying state requirements, ensuring compliance with ease.
Sales analytics
Dive deep into sales data, including invoices and product lines, to identify top-selling products and trends.
COGS reporting
Easily track the cost of goods sold for batches, providing insights into production.
Margin reports
Gain a comprehensive understanding of profit margins by analyzing expenses against revenue, enabling better financial decision-making.
Customizable reports
Empower users to create tailored reports that suit their specific business needs and objectives.
Quick report generation
Generate reports in minutes, eliminating the need for lengthy wait times, thanks to Salesforce integration.
Payment Processing Reports
Reports tie together invoices, orders, and payments, providing comprehensive insights into financial transactions.
Benefits
Compliance ease
Simplify state tax reporting, ensuring compliance with diverse state requirements.
Cost efficiency
Monitor COGS efficiently, enabling better cost control and profitability assessment.
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Data visibility
Empower users to access and analyze the data they need, promoting informed decision-making.
Profit maximization
Understand margins to make informed decisions that maximize profits.
Personalization
Tailor reports and dashboards to individual preferences and job roles for a more efficient workflow.
