Appendix: Platform Overview
Section | What it is | When to use it |
|---|---|---|
Dashboard | Your financial summary — KPI cards and Action Center | Every session. |
Transactions | Every income and expense item | Every session. |
Bank Transactions | Your live bank feed | Every session. |
Accounting › Journal Entries | AI-generated recoding of transactions and bank transactions | When Action Center shows journal entries classified as to whether they are booked or not. |
Accounting › Chart of Accounts | Master list of financial categories | First-time setup (Opening Balance) and can be updated over time. |
Accounting › Fiscal Year | Your accounting year start and end | Setup only. |
Reconcile | Match transactions to bank statement | Every session |
Reports | P&L, Balance Sheet, and more | Monthly close, but can be used every session |
My Integrations | Connect Bank and Gmail | First-time setup only or when needed |
Company Settings | Business name, Fiscal Year, Users | Setup only or as needed. |
Logs | Activity and error log | Troubleshooting generally |