Investor Information requests are designed to be implemented as part of the investor or board member portal experience. Investors can submit form requests for information to the executive team and collaborate on via portal chat. These information requests are stored under the investor’s activity, but also can create a log for the company knowledge base for future investors with similar inquiries or for new investors to review.
Vendor invoice offers push and pull integration through Intacct purchasing transaction document types. Vendor invoices can be keyed into Intacct with attachments and routed via