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Which team uses which tool. Placement decides who sees each update.

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Every tool is on a teamEvery tool has a costEvery paid tool has an owner
Placement decides which team sees each update. This is a sample company, so changes are turned off.
Not assigned · none

Finance · Ana

2 tools

QuickBooks Online, Ramp

Sales · Jordan

3 tools

HubSpot, Otter.ai, Zoom Workplace

Operations

1 tool

Ramp

HR

0 tools

No HR tools yet. HR still sees company-wide tools.

Company-wide

2 tools

Microsoft 365, Slack

Ask your books questions in plain language

QuickBooks Online
BetaFinance
What it does

AI Chat answers questions about your numbers. Beta, with limited monthly capacity.

How to start

Treat answers as a starting point and check them against the source report.

Owner

Ana Ruiz, who owns QuickBooks Online

Is it in use?No answer yet.
Status
Open
No activity yet. This is a sample company, so changes are turned off.
Vendor source(opens in a new tab)