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One of the first things I ask small business clients is: Where is all your data stored today?
Because the answer to that question shapes everything—from how easily you can use AI tools to how confidently you can forecast cash flow.

In this video, I share how I’m helping a client using QuickBooks and a tool called Sift (with an “i”) to pull data, run AI-powered analysis, and get real-time insights on their expenses and cash flow projections. Tools like these make a huge difference—but only if your data is clean and accessible.

Whether you’re still in Excel or already using software like QuickBooks or an ERP, there are powerful ways to turn your data into smarter financial decisions. I’ll walk through what’s working, what to watch for, and how to plan for growth with the right setup.

#smallbusiness #smbfinance #ai #datatools #cashflow #quickbooks #erp #financialplanning #smbgrowth #smbtech #forecasting

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