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Thank you for your interest in our cash flow analysis tool and record keeping services. Our tools are designed to save you time and better communicate with customers using visulised data. Please let us know your needs and we will work with you to deliver a cost and time efficient solution.
We know how busy professionals like you can get from time to time. Instead of manually inputting anything, you can import information already in electronic format to our system and generate visualised reports, using our CIO custom fields importer developed for this service.
Updating any information is as easy as running the import again using the saved template. You select the fields to update, intuitively.