Many of our users have different, overlapping systems to manage all of their financial data. This may include combinations of various ERP systems, expense management software, and bank accounts. Because this data often overlaps, it can be challenging to manually create a single holistic source for your software footprint.
Our Data Onboarding Concierge works directly with your team to ensure that your financial data is accurate and complete within Siftery Track. This is often in the form of reconciling duplicate expenses across sources, connecting all relevant APIs, and processing transactions from different software.
This service is offered on all of our paid plans.