1. Overview

There are several reasons why numbers in Finz may look different from what you expect.

In many cases, the issue is temporary and related to syncing, transaction categorization, missing data, or invoices still awaiting review.

Finz combines information across connected systems, uploaded documents, and operational workflows, so some values may update over time as data becomes more complete.

2. Recently connected accounts

Newly connected bank accounts or QuickBooks workspaces may take time to fully sync.

During onboarding, Finz may still be:

• importing historical transactions

• mapping categories

• syncing balances

• processing vendor data

• indexing uploaded documents

Some dashboards or reports may appear incomplete until the initial sync finishes.

3. Missing or uncategorized transactions

Uncategorized transactions can impact reporting accuracy across:

• Margin

• Cash flow

• weekly summaries

• AI CFO analysis

• Signals

If transactions are still uncategorized, totals may not fully reflect operational activity.

Reviewing and categorizing transactions regularly improves reporting accuracy over time.

4. Invoice data still awaiting review

Uploaded invoices and bills may require review before they affect reporting.

If a document is still:

• pending review

• missing fields

• uncategorized

• unverified

certain costs or vendor activity may not yet appear in dashboards or summaries.

Reviewing and saving invoice data helps Finz use the information more accurately.

5. Sync delays between systems

Connected systems occasionally experience temporary sync delays.

This can happen with:

• QuickBooks

• bank connections

• uploaded documents

• integrations

• external APIs

Some balances, transactions, or reports may update later than expected depending on the provider.

Most sync delays resolve automatically.

6. Differences between cash and accounting views

Some values may differ depending on which reporting view is being used.

For example:

• cash activity may appear immediately

• accounting entries may update later

• invoices may be recorded before payment occurs

• pending transactions may not yet be finalized

This is especially common when comparing operational cash movement against accounting-based reporting.

7. AI CFO responses may change over time

AI CFO answers are based on the currently available operating data.

As transactions become categorized, invoices are reviewed, or syncs complete, responses and recommendations may update automatically.

This is normal and helps improve accuracy over time.

8. Common things to check first

Before reporting an issue, operators commonly verify:

• QuickBooks is still connected

• bank accounts are synced

• transactions are categorized

• invoices have been reviewed

• Signals have been resolved

• uploaded documents finished processing

These steps solve many common reporting inconsistencies.

9. If something still looks incorrect

If data still appears inaccurate after reviewing the workflows above, contact the Finz team with:

• the affected report or workflow

• screenshots if available

• the expected value

• the timeframe involved

• any recent uploads or changes

Providing context helps the team investigate issues more quickly.