video1.0<iframe src="https://www.loom.com/embed/f0100768639b4d01961752983fc74d7a" frameborder="0" width="1800" height="1350" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13501800Loomhttps://www.loom.com13501800https://cdn.loom.com/sessions/thumbnails/f0100768639b4d01961752983fc74d7a-be47663dadee2366.gif523.008In this quick demo of CashIO, I walk you through managing clients and our templated advisory workflow, which helps create a repeatable process for bookkeeping and client management. We cover the file quality overview, client assignments, and the steps involved in ensuring data accuracy, including cash flow forecasts and budget variance analysis. I also introduce our agent feature that provides insights and assists in narrative building for client meetings. Finally, I emphasize the importance of recording notes after client calls to maintain accountability and ensure follow-up on action items. If you're interested, I can provide an invite link for you to explore the platform further.