Q: Is this a dead product already? Because it looks like support has stepped out long ago...
If you guys haven't abandoned the project, please help me understand these:
1. In the reviews you said " AI CFO is now live and rolled out across all levels so we can gather additional feedback." >>> but there's no mention of this in any of the tier pricing/plan details. >>>So, is this in all tiers? Is it lifetime? What are the terms for this feature?
2. Is cash flow included? What tiers is it available and what are the limits for each tier?
3. What are the features NOT included in appsumo at any tier?
Right now, the literal tag line for this product on appsumo says: "AI CFO transforms complex financial data into clear, action items" >>> so I'm confused about this?
I build houses. I need to compare costs between jobs. I don't care about one quarter over another or one year over another. All that matters is how my last job compares with all my previous jobs. Can Financial Fusion help me with this?
Of course I'd also like to compare actuals with my budget but you've already explained that you don't do that but I don't understand the reason you gave. You said it's because you are not a financial planner. That doesn't make sense. Just because because a financial planner can compare budgets with actuals doesn't mean you can't do it unless you are a financial planner. If you have my job costs, and you have my budget then you can compare them just like comparing one quarters financials with the previous quarter. So, I guess what you are actually saying is that you don't do job costing? Can you, add it?
I am looking at this Tier 5 for my bookkeeping clients, but have questions:
1) The output... do we have to sign in and generate reports, export and email them to our clients? Or do they each have their own dashboard to view/download themselves?
2) Using Classes in QBO means a P&L for multiple classes. Is it possible to create unique reports for each client. Eg. this one may need a P&L for Class A, and B.... etc.
3) I am so confused by all the comments on the AI CFO. I see in the comments it will be added later, then I see it will be mapped to premier which is not part of AppSumo plans (any tier level), then it still says on appsumo: Financial Fusion, Lifetime deal, AI CFO transforms complex financial data into clear, action items - I am gathering it will not be included in the Appsumo at all? a separate add on?
Q: Can you use as an accounting software instead of quickbooks
Looking to use this as my accounting software for my business to track expenses etc. Do I have to use an accounting software in addition?
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Q: Is this a dead product already? Because it looks like support has stepped out long ago...
If you guys haven't abandoned the project, please help me understand these:
1. In the reviews you said " AI CFO is now live and rolled out across all levels so we can gather additional feedback." >>> but there's no mention of this in any of the tier pricing/plan details. >>>So, is this in all tiers? Is it lifetime? What are the terms for this feature?
2. Is cash flow included? What tiers is it available and what are the limits for each tier?
3. What are the features NOT included in appsumo at any tier?
Right now, the literal tag line for this product on appsumo says: "AI CFO transforms complex financial data into clear, action items" >>> so I'm confused about this?
Share Financial Fusion
Q: Job costing
I build houses. I need to compare costs between jobs. I don't care about one quarter over another or one year over another. All that matters is how my last job compares with all my previous jobs. Can Financial Fusion help me with this?
Of course I'd also like to compare actuals with my budget but you've already explained that you don't do that but I don't understand the reason you gave. You said it's because you are not a financial planner. That doesn't make sense. Just because because a financial planner can compare budgets with actuals doesn't mean you can't do it unless you are a financial planner. If you have my job costs, and you have my budget then you can compare them just like comparing one quarters financials with the previous quarter. So, I guess what you are actually saying is that you don't do job costing? Can you, add it?
Share Financial Fusion
Q: Output / Unique Reports / and AI CFO
I am looking at this Tier 5 for my bookkeeping clients, but have questions:
1) The output... do we have to sign in and generate reports, export and email them to our clients? Or do they each have their own dashboard to view/download themselves?
2) Using Classes in QBO means a P&L for multiple classes. Is it possible to create unique reports for each client. Eg. this one may need a P&L for Class A, and B.... etc.
3) I am so confused by all the comments on the AI CFO. I see in the comments it will be added later, then I see it will be mapped to premier which is not part of AppSumo plans (any tier level), then it still says on appsumo: Financial Fusion, Lifetime deal, AI CFO transforms complex financial data into clear, action items - I am gathering it will not be included in the Appsumo at all? a separate add on?
thanks
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No replies?
Q: Can I upload multi pdfs?
Hi, can I upload credit card and bank statements to streamline current and past years financial data?
FinancialFusion
Apr 29, 2025A: this software will get that information from your bookkeeping system like quickbooks,
you can upload a Profit and loss, Balance Sheet and Cash flow directly
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