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User Stats

107
Posts
13
Votes
Asher Anthes
  • Charlotte, NC
13
Votes |
107
Posts

User Friendly Financial Dashboards that connect to quickbooks?

Asher Anthes
  • Charlotte, NC
Posted

I'm looking for a software that can use my quickbooks online account and give me real time up to date visability on my properties.  A system that allows me to look at my historical P&L and Cashflow right next to projections.  Also something that quickly can show return on equity.

Have you guys found anything out there that works well for all these functions and gives you a quick up to date dashboard for all your properties?

User Stats

16
Posts
8
Votes
Matt Miller
  • Lender
  • Charlotte, NC
8
Votes |
16
Posts
Matt Miller
  • Lender
  • Charlotte, NC
Replied

I've been in a similar situation and found a few great options that integrate with QuickBooks Online:

  1. Stessa: Seamless integration with QuickBooks, real-time visibility, plus historical P&L, cash flow, and return on equity. Very user-friendly.
  2. Buildium: Comprehensive property management features, solid financial tracking, and an excellent real-time dashboard.
  3. Propertyware: Extensive reporting capabilities with historical P&L, cash flow, and return on equity metrics.
  4. AppFolio: Detailed financial insights and an intuitive dashboard that keeps everything up to date.

Checking out their demos will help you find the best fit!!

User Stats

107
Posts
13
Votes
Asher Anthes
  • Charlotte, NC
13
Votes |
107
Posts
Asher Anthes
  • Charlotte, NC
Replied

Thanks so much!  I will check these out today

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