Great product overall
Use Cases and Deployment Scope
Pros
- Integrates into QBO
- Integrates into bill.com
- Shows a simple and comprehensible outlook of your personal finances
Cons
- I wish their display of your accounts could do a better job of updating in real time. Usually the accounts' updates are about a day behind.
- I wish I could better view the exact breakdown of my retirement holdings
- They should have more display options
Return on Investment
- Awesome job integrating with our accounting software
- Good integration with our accounts payable software

