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SaaSync retrieves invoices and other data from QBO or Xero. This data is transformed ready for use with ChartMogul. Data that can't be automatically synced appears in a review screen where SaaSync users can edit it before pushing remaining data to ChartMogul.
SaaSync
Integrate QuickBooks online and Xero with ChartMogul
Dossiers fills in the details about your Google Calendar meeting attendees. Use Dossiers to:
- Get a daily email with your overview for the day
- Have attendee briefs linked in your events
- Record & auto transcribe voice notes for each meeting
Dossiers by Contacts+
Automated attendee briefs for your Google Calendar meetings