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Getting started with FinanlySign in, pick a company, link a first source and watch the close queue fill — in under fifteen minutes.6 minsetupfirst syncConnect a Mercury accountAPI-key setup, multi-account sync and what the Mercury connector pulls.3 minmercurybankLink a bank with PlaidOpen Plaid Link from Settings → Integrations, connect an institution, refresh balances on demand.3 minplaidbankThe month-end close workflowFrom bank line to posted entry: queue, AI Match, human review, export batches, parity.7 minclosecategorizationAI Match, confidence and undoHow suggestions are made, what the confidence means, and how to reverse a decision.4 minai matchcategorizerShopify payout reconciliationDecompose each payout into sales, fees, refunds and adjustments, preview, then export to the ledger.5 minshopifypayoutsAsk Your BooksPlain-English questions, the plan behind each answer, saved and scheduled questions.4 minbiaskPersonal planner: safe-to-spend, baskets and what-ifIncome sources, fixed expenses, baskets with goals, the health gauge, rollover and what-if mode.5 minplannerbasketsSecurity and tenant isolationOne public API, private everything else, RLS under every query, append-only audit.4 minsecurityrls
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