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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

Let QuickBooks AI categorize and flag anomalies

QuickBooks Online
IncludedFinance
What it does

Plus includes AI for categorization, reconciliation, P&L insights, scenario planning and anomaly detection.

How to start

Review AI suggestions in the bank feed and reconciliation screens before accepting them.

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.
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