The AppsMap™ feature positions your firm as an app advisory expert. It does this by visually demonstrating how recommended apps integrate with each other and your client’s accounting software. When creating a proposal, you can select the apps you provide or recommend. These apps will then appear in the proposal as an AppsMap™, showing how they connect and how data flows between them.
How it works:
During proposal creation, select the apps you’re providing or recommending
Once configured, the AppsMap™ will display in the client’s proposal. This illustrates the app ecosystem and data flow into the central accounting platform
Setting up your AppsMap™:
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