Designed for “on-the-go” accountants, bookkeepers, and consultants that have an active subscription to the Sage View business intelligence dashboard solution, this app provides access to pre-defined alerts and an easy-to-view recap of client Key Performance Indicators (KPIs).
With the Sage View app, you can deepen client relationships, regardless of your location, by providing proactive and actionable business advice to clients based on real-time financial data you access easily from the palm of your hand.
• Receive custom alerts on client financial data.
• View specific client alerts.
• Snooze alerts after they’ve been read.
• Search for specific alerts using keywords.
• Access the status of client KPIs.
• Review client income and expense totals.
• Access to client contact information.
NOTE: THE SAGE VIEW APP REQUIRES AN ACTIVE SUBSCRIPTION TO SAGE VIEW. This app is used by anyone with a paid subscription to the Sage View cloud-based solution. Customized alerts and KPIs are configured within Sage View and then published to the Sage View app.