Getting Started with the Hub
If you’re ready to upgrade your financial process, here’s how you can get started in less than 5 minutes…
First, Create an Account
Go to the Hub portal and create an account. It takes about 30 seconds to get started.
Second, Connect your Services
From the Hub portal, follow the link to connect other services like Quickbooks and Stripe. Once connected they will be accessible directly from your spreadsheets.
Third, Install the Toolkit
Install our spreadsheet add-in, with access to the smart sidebar, upload & download features, and numerous dynamic templates.
We’ll Reach Out to Help
We’ll reach out after a few days to help you integrate the toolkit with your financial processes and see if there are any custom reports your team needs.
You’ll be given the time you need to evaluate the tool before we start talking about plans and licenses.
Not Sure? Let Us Help.
We’re pros at using tools to automate complex processes. If you’d like a free consultation, or if you just don’t want to set things up yourself, let us be your automation resource.