Finance Proctor

Settings

Manage your account and connected tools

System Settings

Profile Information

Notification Preferences

Email notifications for processed documents
Weekly summary reports
Processing error alerts
Monthly analytics digest

Connected Accounting Tools

QuickBooks

Not Connected

Xero

Not Connected

FreshBooks

Not Connected

AI Suggestion

Connect QuickBooks to enable automatic invoice sync and reduce manual data entry by 80%

Account Actions

Finance Proctor

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