Documentation

Getting started

Create your workspace, complete onboarding (cash balance, safe threshold, payroll toggle), and run your first forecast.

Importing data

Use the Integrations page to upload CSV files for invoices, expenses, and bills. Required columns are listed there.

Roles

Owner, Admin, Finance Manager, Bookkeeper, Viewer — each has a clearly scoped set of capabilities.

AI agents

Run agents on demand from AI Action Plan. Each agent ingests real tenant data and writes prioritized actions you can mark done or dismiss.

Scenarios

Create what-if scenarios (late payment, hire, expense increase, etc.). Run them to see baseline vs scenario forecasts side by side.

Reports

Generate Weekly Cash Flow, Monthly Cash Flow, Invoice Aging, Expense Leak, or Financial Health reports. Download as CSV or PDF.