Top 5 Financial Reporting Tools for Accounting Firms (Ranked) скачать в хорошем качестве

Top 5 Financial Reporting Tools for Accounting Firms (Ranked)

Get a personalized scorecard by filling out our AI & Automation Readiness quiz (it's free!): https://opzer.scoreapp.com Want to run a more efficient accounting firm? Book a FREE Consultation 👉👉 https://opzer.co/ Connect with me: Newsletter (monthly accounting automation tips): https://opzer.co/newsletter/ LinkedIn:   / isaac-perdomo   YouTube:    / @opzerco   ⏰ Timestamps: 0:00 – Intro: Best financial reporting tools for accounting firms 0:20 – Fathom: Custom KPIs and visual dashboards for agencies 1:57 – Sift Analytics: Entity consolidation and Zero-first reporting 3:40 – Spotlight Reporting: KPI + forecasting + scenario planning 5:18 – Joiin: Budget-friendly option with unlimited entities 6:57 – G-Accon: Two-way QuickBooks sync into Google Sheets or Excel About this video: In this video, Isaac breaks down the top 5 financial reporting tools for accounting firms — tools that streamline reporting, boost advisory conversations, and save hours of manual work. From the visual dashboards of Fathom, to the multi-entity consolidation of Sift Analytics, and the affordability of Joiin and G-Accon — this is your guide to choosing the right reporting stack in 2025. Whether you're building custom KPIs, connecting Xero or QuickBooks, or dealing with dozens of client entities, there's something here for every firm size and budget. Thanks for watching, Isaac Perdomo, Opzer