After creating your KPMG Spark account, you will meet with your bookkeeping team. On this call, your dedicated team will learn about your business, preferences, and important metrics that you wish to track so that they can create a customized dashboard for your needs.
Once you sync your company’s accounts (bank, credit card, etc.) to the platform, transactions will flow into the dashboard and are categorized daily by your bookkeeping team.
Over time, KPMG Spark’s powerful AI learns your business and categorizes everything automatically.