Startegy is a data visualization tool designed to help businesses manage and track their finances with customizable dashboards, goal setting and tracking, income statements, real-time data, QuickBooks integration, and more. Accountants and bookkeepers can also manage their clients’ companies from one central dashboard using the Startegy Accountants version.
With Startegy, businesses can track and manage their finances through data visualization and dashboards. The fully customizable dashboard provides reports on the metrics that are most important to the business, ranging from expense breakdowns to total owner’s equity, and data is provided in simple graphs and charts to aid with understanding. Businesses can set up financial goals within Startegy and track the progress of each goal using visual progress bars and gamification. Deadlines can be implemented for each goal and users are rewarded with badges and achievements each time a milestone is reached. Goals can be based on key performance indicators (KPIs) such as income, net profit, net profit margin, expenses, cash on hand, and much more, and status indicators alert users to whether they are 'ahead', 'on track', or 'behind' with their goals.
Integration with QuickBooks Online means that financial changes are reflected in Startegy in real time to ensure reports, goals, and visualizations are always accurate and up-to-date. Startegy can also be used by accountants and bookkeepers to manage all of their clients’ companies in one place, and it integrates with QuickBooks Accountant so that all client data can be synced automatically. Dashboards can be created and accessed for multiple companies, to aid accountants with tracking all of their clients’ finances.
Software by Startegywww.startegy.com