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We want you to get the most out of using Finmap. That’s why our team has added a new tool β Effectiveness. So you can check how fully you are using the service’s capabilities to automate your accounting.
This is your personal indicator that evaluates on a scale of 1 to 5 how well your account is configured for effective financial accounting.
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By clicking on the rating, you will open a window with tips on what steps you should take to make Finmap work fully for you.
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The score is calculated based on the key blocks of the checklist for a full-fledged job. Each item has a corresponding button that instantly takes you to the corresponding section:
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β Transaction Actions: Are you adding recurring payments?
β AutoRules: Are you using automatic entity addition to transactions? This can save you hours of time.
β P&L Report: Are the categories set up to correctly reflect profit and loss?
β Users: Are all the necessary team members added with the appropriate access rights?
β Integrations: Are your bank accounts connected for automatic data import?
The more items you complete, the higher your overall performance score will be!
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πIn addition, in this window you can track the usage of the limits of your current tariff plan in real time.
The number of transactions per month, connected bank integrations, the number of cryptocurrency integrations, created autorules, and the number of added users – will now always be at hand.
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We are constantly working to make the tips more personalized and help you save even more time on routine tasks.
So this functionality will be useful for business owners to check the effectiveness of their Finmap π
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