Trimwire Observe works by identifying all the vendors associated with the expense accounts that you select. After adding your accounting software as a connection, the next step is to select which accounts you want to populate Observe with.
You can select any relevant expense account, but accounts with SaaS and IT vendors will have more information available.
Once your expense accounts are selected, implementation will take 2-3 business days to ensure the accuracy of the underlying data. When the implementation is complete, you will receive an email confirmation with next steps.