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Getting Started

Set up your account and connect your first integration

  • How to create your FinAItics account
  • Connecting your QuickBooks account
  • Setting up Plaid bank connections

Cash Flow Analytics

Learn how to interpret and use your cash flow insights

  • Understanding cash flow forecasts
  • Reading your cash flow charts
  • Setting up cash flow alerts

Integrations

Manage and troubleshoot your connected accounts

  • Supported integration platforms
  • Troubleshooting connection issues
  • Data sync frequency and timing

Security & Privacy

Keep your financial data safe and secure

  • How we protect your data
  • Two-factor authentication setup
  • Managing team access permissions

Reports & Exports

Generate and customize your financial reports

  • Creating custom reports
  • Scheduling automated reports
  • Exporting data to Excel/CSV

Account Management

Manage your subscription and account settings

  • Upgrading your plan
  • Managing billing information
  • Adding team members

Popular Articles

Most viewed help articles this week

1

How to connect QuickBooks to FinAItics

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Understanding your cash flow forecast

3

Setting up automated alerts

4

Troubleshooting sync issues

5

Creating your first financial report

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Managing team permissions

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