Getting Started
Set up your first reports today!
8 articles
Getting startedBeforehand
Step 1: Sources [5 min]Connecting your ERP
Step 2: Working Capital [5 min]Configuring Cash, Relations and Aging
Step 3: Structure & Mapping [1-3 hour]Configuring your financial statements and assigning GLAs
Step 4: Eliminations (optional) [1 hour]Setting up IC eliminations
Get ready for your first reports!You are ready to go
Invite a team memberWelcome others to the platform
Your first dashboardMaking things visual