Once your prospect has connected their Quickbooks or Xero accounts, the information will automatically appear in Decipher.
How to view the information:
➡️ Step 1: Navigate to your Financials tab.
💡Tip: If the client has connected their accounting system or has uploaded balance sheet/profit and loss and Decipher has extracted the data, you will see graphs and charts pop up as soon as you click on the Financials tab. Example of what that looks like below. If you're not seeing anything then the financials were not connected/uploaded. Check with chat support as to the status, if you have questions.
Step 2: Click on the desired financial Tab. Choose from Balance Sheet, Profit & Loss or Ratios.
Step 3: For Ratios, click Get Report to see the data.
That's it! 🎉
Note: uploaded balance sheet, P&L may take between 20 mins and 2 hours to process. If any issues arise or errors are found in the data, our financial analyst will review the information and it may take a little longer to process.