Article 1 of 4

How GSI Works: From Transactions to Reports

Article 1 of 5: Understand the Dashboard

Article 2 of 5: Find the Action Center (your to-do list)

2. Connect Gmail

3. Enter your Opening Balance Sheet

Article 3 of 5: Work through Transactions

Article 4 of 5: Check Bank Transactions

4. Check Company Settings

Article 2 of 4: Work through the Action Center

Appendix: Platform Overview

New article 14

1. Connect your bank account

Article 4 of 4: Check Bank Transactions

Article 5 of 5: Reconcile your transactions with bank

Article 1: The Close Checklist

First Time on Platform After Registration

Onboarding (First Time Set Up)

Onboarding

Monthly Bases

Metrics

First Time Using Platform After Onboarding

First Time Using Platform

Working on the platform to update your activity

Updating Your Activity

Monthly Checklist

Platform Overview

Back to GSI

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