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1. Overview
This guide explains the recommended weekly workflow inside Finz and how operators use reporting, Signals, and AI CFO insights to stay ahead of operational and financial issues throughout the week.
You’ll learn which areas to review regularly, how to monitor cash flow and margin performance, how to resolve operational risks early, and how Finz helps structure weekly financial decision-making.
Every Monday, Finz generates a Weekly Summary that highlights recent cash activity, margin performance, upcoming obligations, and operational risks requiring attention.
Related resources
→ How to Read Your Cash (13-Week View)
→ Understanding Margin (WTD / MTD)
→ Understanding Signals
2. Review your Weekly Summary
Every Monday, Finz generates a Weekly Summary to help operators quickly understand what happened last week and what requires attention this week.
The Weekly Summary may include:
cash inflows and outflows
projected obligations
margin performance
operational risks
open Signals
projected cash pressure
important workflow actions
This gives operators a centralized starting point for weekly financial review.
3. Review Cash Flow visibility
Operators should review the Cash tab weekly to monitor:
current cash position
inflows versus outflows
projected cash trends
upcoming liquidity pressure
unusual spending activity
This helps teams identify operational risk before it impacts payroll, vendors, or working capital.
Related resources
→ How to Read Your Cash (13-Week View)
4. Review Margin performance
The Margin tab helps operators monitor:
profitability trends
labor performance
operating expenses
margin compression
unusual cost increases
week-to-date and month-to-date performance
Reviewing margin weekly helps teams identify operational changes before month-end close.
Related resources
→ Understanding Margin (WTD / MTD)
5. Resolve Signals and operational risks
Signals help operators identify:
overdue receivables
aging payables
unusual activity
reconciliation mismatches
cash pressure
uncategorized transactions
Reviewing Signals weekly helps reduce operational risk and improve reporting accuracy.
Related resources
→ Understanding Signals
→ What Uncategorized Transactions mean
6. Review Uncategorized Transactions
Operators should regularly review transactions marked as Needs Review to maintain accurate reporting and forecasting.
This helps:
improve categorization quality
reduce reporting inconsistencies
improve AI CFO analysis
reduce month-end cleanup work
Related resources
→ How to Categorize Transactions
→ What Uncategorized Transactions mean
7. Use AI CFO for weekly review
AI CFO can help operators:
summarize operational performance
identify unusual financial activity
explain margin changes
surface cash risks
answer workflow questions
prioritize weekly actions
Operators often use AI CFO during weekly review workflows to investigate operational changes more quickly.
Related resources
→ What AI CFO can help with
→ How to ask better questions
8. Recommended weekly routine
Most operators review Finz weekly using the following workflow:
Review the Weekly Summary
Check Cash Flow visibility
Review Margin performance
Resolve Signals
Review Uncategorized Transactions
Investigate operational risks
Use AI CFO to review changes and trends
This routine helps operators maintain more consistent financial visibility throughout the operating cycle.