Setrics Tracker Finance & Reporting | Insurance Playbook

Finance & Reporting Tools

Insurance Playbook

DOING BUSINESS IS NOW EASIER

Introducing finance & reporting automation.

How different would your business be with automated help in the areas of leadership – specifically strategy and decision making? Would pro-activity instead of re-activity help? How much do you value clearer directions, increased efficiencies, and more profit? How much time would it save you? How much money would it make you?… To have all your leadership-related challenges diminished by 80%? How about increased effectiveness and ease, with improved team dynamics for starters?


THE OPERATING SYSTEM FOR… FINANCE & REPORTING

Royalty™

Track royalty payments and automate royalty approvals with transparent reporting from parent to each child.

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Balance™ (Platinum)

No need to log in to each bank account separately, simplify your process and view them all on one platform.

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Scoreboard™ (Platinum)

Your accounting analysis tool that rides on top of your accounting system (QBO) to help you make the best decisions even easier.

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Scorekeeper™ (Coming Soon)

Remove the manual work of bookkeeping and accounting and make your finances easy.

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Payment™ (Coming Soon)

Make and take payments for royalties, tech fees, ad funds, and more via ACH.

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Loans™ (Coming Soon)

A network of lenders who can fund your business- one simple application leads you to the right lender.

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CFO™ (Coming Soon)

Hire a CFO today to improve your company overnight through next-level consulting and financial help.

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GET AN EDGE FINANCE & REPORTING A.I.