Questions about a cash position, a feed, or a forecast go to the same desk. Write support@efiner.com or call (888) 338-5476.
Connect the accounts you already reconcile. The cash position shows up as soon as the first feed syncs.
No. The person who owns the forecast can connect feeds and read the 90-day view without a builder or a script.
Efiner reads bank accounts, cards, and the exports your books already produce. It does not move money.
Feeds are encrypted in transit and at rest. Efiner does not sell phone numbers, and the figures on screen are not investment, tax, or accounting advice.
Yes. Snapshot is one dashboard. Forecast adds the 90-day view. Multi-Entity adds companies, seats, and a longer history.
Most teams see a cash position the same day the first account connects. The 90-day view fills in as history arrives.