Help Center

Getting Started

Introduction
Creating Your Account
Setting Up an Entity
Navigation Guide

Reports

Overview
Profit & Loss
Balance Sheet
Cash Flow
Monthly Report
Zoom Analysis

Forecasts

Overview
Creating a Forecast
KPIs & Drivers
Formula Reference
Driver Templates
Editing Forecasts
Forecast Status

Budgets

Overview
Creating Budgets
Budget vs Actual
Approval Workflow

AI Features

Overview
AI Inbox
AI Chat
AI Assist

Data Management

Overview
Importing Data
Chart of Accounts
Transactions
Partners

Settings

Overview
General Settings
Fiscal Periods
Dimensions
Team Management
Integrations

Reference

Keyboard Shortcuts
Troubleshooting
Glossary
Data & Privacy