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Video learning



Learning objectives

  • Take a look at the power of Crunchboards and Xero.
  • See what features are available to view client data in a different way.
  • Use live Xero data along with non-financial data to create your own bespoke boards.

Course outline

    Whether you’re new to advising clients or a veteran, see how CrunchBoards can future-proof your practice with an all-in-one forecasting and reporting engine.

Topics covered

  • Apps

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