Bring clarity to your accounting tasks with the new Accounting Dashboard, which solves the problem of reconciling payments, troubleshooting issues with accounting integrations like Xero and QuickBooks, and provides easy-to-use reports that work with other bookkeeping platforms like Pilot and Bench.co.
This improvement enables accountants to manage their customers' accounts on Tola more efficiently, allowing them to add new clients and apply for financing quickly after chatting with an underwriting expert.
You can access this feature by navigating to Tola > Entities, providing a single-page view that simplifies account management for accountants.
Learn more in our FAQ.
Book in a call with our team, who will walk you through the Tola product and how it can benefit you and your clients.
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