Traction Platform

Traction Advisor Group provides its clients with financial dashboards and reporting through the Traction Platform. The platform connects to your accounting system (such as QuickBooks Online) with your authorization and produces regularly updated financial reporting, prepared and reviewed by your Traction team.

Getting access

Access is set up by your Traction advisor as part of your engagement. If you'd like to connect your accounting system, reconnect it, or get started with reporting, contact us at [CONTACT EMAIL] and we'll take care of it.

Your data

• How we handle your data: Privacy Policy
• Terms of use: End User License Agreement
• Disconnecting your accounting system: Disconnecting