Data tools & services for financial services firms

Financial services firms provide accounting, bookkeeping, operational planning or tax services to licensed cannabis businesses.

The modules noted below enable financial services to automate and streamline their offerings.  If you would like a custom-tailored walkthrough of our offerings, click the button below to start your free data consultation.  Or if you have specific questions or ideas, we’d love to hear from you and please reach out to us directly.

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Browse modules & analytics for financial services

The modules below are organized into categories.  Click on any category to see those specific modules, or click on a module to gain more information on what that module does for you and your clients.

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