Financial Fusion

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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

woodennickelPLUSMay 1, 2025
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Posted: May 14, 2025

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