The user needs accounting software that can connect to and standardize data from various client spreadsheets to build consistent financial dashboards, which Modernbanc does not currently offer.

Workarounds Described

• try to make dashboards with Excel but it's difficult to have a template that works across all types of client data

Implied Software Gaps

• A software feature that allows direct, standardized connections from accounting software to various spreadsheet formats.
• A tool that helps create universal dashboard templates capable of adapting to diverse client data structures imported from spreadsheets.

DataBridge Connect for Accounting

DataBridge Connect for Accounting is an add-on module for accounting software that provides robust spreadsheet integration and data standardization capabilities. It allows users to effortlessly connect, map, and transform diverse client financial data from various spreadsheet formats into a standardized structure, enabling consistent reporting and dashboard creation.

Existing Solutions Mentioned