- The data needed: trial balance, sales detail, invoice detail, inventory and the journal, which most companies can export.
- Jingying Tongbao runs on the company's own computer so data never leaves it, and produces product and customer profit rankings, receivables ageing against credit limits, and a rolling three-month cash forecast.
- Common findings: the biggest customer is not always the most profitable; nobody watches receivables above the credit limit.
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