Finance getting started
How Finance getting started works inside Finance, where it fits, and which product area to open first.
Try first
Start with one realistic record or workflow, complete the first action, then check the output before adding more complexity.
Customers and invoice setup
How Customers and invoice setup works inside Finance, where it fits, and which product area to open first.
Try first
Start with one realistic record or workflow, complete the first action, then check the output before adding more complexity.
Payment links and collections
How Payment links and collections works inside Finance, where it fits, and which product area to open first.
Try first
Start with one realistic record or workflow, complete the first action, then check the output before adding more complexity.
Bills, expenses, and vendor approvals
How expenses, vendor bills, approvals, due dates, and payment status move through Finance before they affect cash and reports.
Try first
Create or review one vendor bill, confirm the approval route, check the due date, then review how it appears in payables.
Budget & Forecasting and operating review
How accounting firms keep client work separated while managing requests, reviews, task ownership, and managed-client billing.
Try first
Switch to one client, create a document request, assign a review task, then check what is ready for handoff.
Sales and receivables
How invoices, customer balances, payment links, receipts, and collections affect cash visibility.
Try first
Create one invoice, send or record payment, then review the customer balance and receivables view.
Banking and reconciliation
How bank activity moves into Finance, how matching keeps the books clean, and why reconciliation is the bridge between cash movement and reporting.
Try first
Review one bank transaction, match it to the right invoice, bill, or transfer, then check that the dashboard reflects the update.
Cash flow and aging reports
How budgets, forecasts, KPIs, and management reports help owners review the business without rebuilding spreadsheets.
Try first
Open one report, compare current performance to the target, then capture the follow-up decision.
Reports and management packages
How budgets, forecasts, KPIs, and management reports help owners review the business without rebuilding spreadsheets.
Try first
Open one report, compare current performance to the target, then capture the follow-up decision.
Permissions and approval controls
How approvals, permissions, reminders, and audit trails protect the workflow while still keeping daily work moving.
Try first
Pick one action that needs review, assign the right owner, confirm the approver, then check the status change.
Automation and integrations
How Automation and integrations works inside Finance, where it fits, and which product area to open first.
Try first
Start with one realistic record or workflow, complete the first action, then check the output before adding more complexity.
