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How to Set Up Apps/ Connections?
AI Growth Advisor’s Apps module allows you to connect, manage, and track integrations with your essential business platforms. Whether you’re connecting financial tools like QuickBooks Online and St...
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How to Customize Your Scorecard?
AI Growth Advisor's custom scorecard feature lets you track the metrics that matter most to your business. Follow these simple steps to set up your own custom scorecard: 1. Log In and Access the S...
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Add Branding Terminologies in AI Growth Advisor
Why Customize Brand Settings? Customizing brand settings in AI Growth Advisor helps you create a consistent and professional experience for your team and users. By uploading your logo, brand icon, ...
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How Do You Map Your Chart of Accounts?
Mapping your Chart of Accounts (COA) in AI Growth Advisor ensures your financial data is consistent and comparable across all locations. This step is essential for accurate reporting, smoother audi...
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Choosing AI Growth Advisor Billing Method
Billing and Usage in AI Growth Advisor Overview The Billing and Usage section in AI Growth Advisor enables you to manage your subscription, control billing responsibilities, and monitor your membe...
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What is Organizational Hierarchy in AI Growth Advisor?
Introduction AI Growth Advisor’s Reporting Structure feature helps you visually organize how your business locations, departments, or regions roll up into reports and scorecards. Creating a clear h...
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How to Manage Locations?
Managing Locations in AI Growth Advisor The Locations feature in AI Growth Advisor enables your organization to manage physical or operational locations easily. Everything is built to support scala...
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How to Add Users in AI Growth Advisor
Introduction Managing users in AI Growth Advisor is straightforward and secure. As an admin, you can easily add, edit, and manage user roles and permissions for your organization. This ensures the ...
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What is the AI Growth Advisor Scorecard?
What is the AI Growth Advisor Smart Scorecard? The Smart Scorecard is your centralized performance hub in AI Growth Advisor—built to track, manage, and optimize your most important business goals, ...
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An Overview of the AI Growth Advisor Scorecard
Introduction The Smart Scorecard offers a real-time, visual snapshot of your business’s key performance metrics, enabling you to easily track goals, accountability, and progress across your team or...