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1. Overview
This guide walks through the recommended setup process for getting started with Finz.
You’ll learn how to connect your financial systems, review reporting workflows, understand weekly operations inside the platform, and prepare your workspace for ongoing financial visibility.
Most businesses complete initial setup in a single onboarding session, with operational workflows becoming more useful as data continues syncing into Finz.
2. Connect QuickBooks
QuickBooks provides the accounting structure Finz uses across:
categorization
reporting
forecasting
Margin workflows
Signals
AI CFO analysis
During setup, Finz syncs:
chart of accounts
invoices and bills
vendor records
transaction categories
historical accounting activity
Related resources
3. Connect bank accounts
Bank connections power:
cash visibility
inflow and outflow tracking
liquidity monitoring
working capital workflows
operational cash forecasting
Finz supports connecting multiple bank accounts through secure financial integrations.
We recommend connecting all major operational accounts for more complete reporting visibility.
Related resources
→ Connect Bank Accounts
→ Why Finz Needs Both Connections
4. Review your reporting workflows
After syncing completes, operators should review:
Margin reporting
Cash Flow visibility
transaction categorization
Signals
AI CFO insights
This helps confirm that financial activity is syncing correctly across workflows.
Related resources
→ Understanding Margin (WTD / MTD)
→ How to Read Your Cash (13-Week View)
→ Understanding Signals
5. Review Uncategorized Transactions
Some transactions may initially appear as Needs Review while Finz learns operational patterns and mappings.
We recommend reviewing:
vendor mappings
transaction categories
uncategorized activity
account assignments
This improves reporting accuracy and forecasting quality over time.
Related resources
→ How to Categorize Transactions
→ What Uncategorized Transactions mean
6. Start your weekly workflow
Most operators use Finz as part of a weekly operating rhythm.
Every Monday, Finz generates a Weekly Summary highlighting:
recent cash movement
margin performance
operational risks
open Signals
upcoming obligations
recommended actions
Operators typically review:
Weekly Summary
Cash Flow
Margin
Signals
AI CFO insights
This helps teams manage financial operations continuously instead of waiting for month-end close.
Related resources
→ What to Do Each Week in Finz
7. Explore AI CFO workflows
AI CFO helps operators:
understand operational changes
identify financial risks
investigate margin movement
review working capital activity
prioritize operational actions
Operators can ask questions directly inside workflows to investigate issues more quickly.
Related resources
→ What AI CFO can help with
→ How to Ask Better Questions
8. Recommended next steps
After completing setup, we recommend:
connecting all operational accounts
reviewing weekly workflows regularly
resolving Signals weekly
monitoring Margin and Cash Flow
reviewing Uncategorized Transactions
using AI CFO during operational review
As more operational history syncs into Finz, workflows and recommendations become increasingly accurate over time.