From P&L to profits, QuickBooks is a font of useful data for anyone trying to better understand their business. That can be a problem for finance and accounting departments that need to maintain control over who can log in to QuickBooks but don’t have time to continually pull ad hoc reporting for other teams.
That’s where Panoply comes in. Panoply is a combined ETL pipeline and data warehouse that’s built with usability in mind. Setup takes minutes, and when it’s done, you’re able to sync and store the QuickBooks data you choose in a secure data warehouse and connect it to your team’s favorite analytics and BI tools. The result? All the access you could want without the worry of someone accidentally breaking your bookkeeping.
Klipfolio is an easy-to-use interactive BI tool with a drag-and-drop UI and preset visualizations. You can expand its data integration capabilities with custom HTML script, built-in applied actions and formulas. Use a prebuilt dashboard or else build, share and display your own on a TV screen if you want to. Klipfolio’s ease of use is one of its strongest selling points, but it still needs ETL (extract, transform and load) to produce data-based output. With one click, Panoply Klipfolio integration automatically takes the entire ETL process off your hands.