A Persona-Based Experience
When a WeCraft Partner logs into your workspace, the interface is stripped down to only show the tools relevant to their role.
The Accountant View
CPAs will primarily see the Audit & Export Hub. From here, they can:
- Export your CRA T2125 or IRS Schedule C documentation.
- Review your Expense AI scanner logs to ensure deductions are valid.
- View your Asset Depreciation tables.
The Consultant View
E-Commerce and Growth consultants will primarily see the Margins & Velocity dashboards. From here they can:
- Track your open-to-buy budgets.
- Monitor your sell-through rates across Faire, Shopify, and Etsy.
- Analyze margin compression across your physical materials.
Action Notes
Both CPAs and Consultants can leave Action Notes on specific data points. These notes show up on your master dashboard, allowing you to quickly respond to their advice or questions without having to schedule a Zoom call or dig through an email thread.