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  • Features
    • Overview
    • Integrations and Automation
    • AI Financial Reporting
    • Customization
    • Data Storytelling
    • Template Library
    • 3-Way Budgeting and Forecasting
    • Consolidations
    • Client Portal
  • Pricing
  • Use Cases
    • Accounting Firm
    • Small Business
    • Franchise
    • Nonprofit
    • Case Studies
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    • Sample Template Reports & Dashboards
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Video Tutorials

Create powerful financials in minutes.

Workspaces

Intro to workspaces
Adding A Company
Adding A Client Portal
Changing your book month
Consolidations
Eliminations
Currency Conversion
Company Settings
QUICKBOOKS DESKTOP CONNECTOR

Dashboards

Intro to dashboards
Publishing A Dashboard
Dashboard Templates

Budgets/Forcasting

Setting Up a budget/forecast
Budget with Excel

Statements/Metrics

Intro to statements
Intro To metrics
how to build a metric
Editing Columns & Rows
Special Metrics
Filter by Class/Department
Display Options Row Change
Display Options Class Filters
Conditional Formatting
Export Metric to Excel
Additional Chart Settings
Additional Table Settings
Statement Templates
Metric Templates
Display Options Date Dropdown
Additional Settings Statements
Actual vs. Budget Column Type
Exporting Metric/Statement to Excel

Reports

Building a Report
Report builder elements
Report Page Settings
Live Text
Live Text Sentences
Table Of Contents
Scratch Pad
Editing Text
Report Templates
Report Theme Color
Report Page Settings
Conditional Formatting Live Text

Client Portal

Setting up a client portal

Other Data Sources

Data Sheets
Google sheets integration
Google Non-Date Columns
Quickbooks Desktop

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