Access Key Data Anytime, Anywhere – Easily and Securely.
Being able to run and update a report with ease and confidence is something that all family offices need. Drilling down on specific questions and looking at data in a new or different way shouldn’t take hours or days to compile, nor should you have to be sitting at a desk in an office to do so. At least not when you are working with Plumb.
The Plumb team utilizes the flexible reporting options available on Sage Intacct, including the customizable dashboard that provides instantaneous reporting metrics and keeps everyone on the same page, consistently. We run reports for our clients in a timely and spontaneous manner (if needed), and you can rest assured that the data will be accurate. This is where Plumb excels, and it’s what we love to do.
