ForwardAI's Predict helps people who handle finances for multiple companies easily add and connect to different accounting software.
- To get started, navigate to the Business List page.
- Hover over and click the Add a Business button on the top right.
- A pop-up will ask you to choose which accounting software the business uses.
- Select the software brand and click on Let’s Go.
- Enter your login credentials if needed.
- After a successful login, a drop-down list of available companies will appear for you to choose from. Select the business you want to add to Predict, and hit Next.
- Review the policies and click on Connect to allow Predict to access the business’s data.
- Once you’ve connected the books to Predict, verify the country and time zone of the business.
- Click Connect Business.