After the native QuickBooks to Power BI connector is shut down, Coupler.io remains a reliable solution for financial reporting.

Financial institutions have long relied on highly complex models – ranging from traditional asset pricing and portfolio forecasting to AI-driven risk and stress testing – to underpin critical ...

Although accounting information systems offer vast value to accountants and their clients, they often lack the data analytical capabilities desired for creating additional value. QuickBooks, for ...

In the J.D. Power Financial Services Intelligence update for April 2024, we discuss the 2024 U.S. Full-Service Satisfaction Study and the 2024 U.S. Self-Directed Satisfaction Study. Kapil Vora notes: ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. CRMs, Excel spreadsheets, web-based measurement tools and reports of all kinds—now it’s all ...

Have you ever wondered how some organizations seem to effortlessly turn mountains of raw data into clear, actionable insights? The secret often lies in the tools they use, and one of the most powerful ...

Have you ever felt limited by Power BI’s default visuals, wishing for something more dynamic, interactive, or tailored to your unique needs? While Power BI excels at transforming raw data into ...