Live Flow

Live flow connects to QuickBooks data and pulls in the new numbers for you. What I love about this is just how easy it is from the client's perspective. You're making it as easy as possible for me as a client. We started using uncat for the uncatagri stuff. Especially for if we new clients with the history that has to be brought up today, it's a beautiful product. And again, it just sends a link. But my client clicks on it and they're on their dashboard with everything that we need to see.