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Ask a natural-language question about your books, then review the answer as a table, chart, pivot table, or map when those views are available. If the AI needs clarification, is busy, or cannot confirm a result, the page shows that status instead of guessing.

5 min readAll workspaces Build an exact report in Report Studio

Build an exact report in Report Studio by choosing fields from the schema, setting rows, columns, values, and filters, then running a preview to review the current result. You can also save, load, favorite, or delete reports, and the preview uses Core-calculated totals and unit details rather than browser-side math.

8 min readAll workspaces Resolve unavailable or stale report results

If a BI result looks stale or unavailable, confirm the correct ledger/company is selected, then use Refresh or Reload when the page shows a freshness or source check. If the status shows a mismatch, stale_refreshing, or stale_blocked state, rerun the report from the current source instead of relying on the older result on screen.

6 min readAll workspaces Review income classifications for reports

Review the current income and expense leaf-account classifications for the selected connected ledger in a business workspace, then save a reviewed definition that supported reports can use.

5 min readBusiness Save dashboards and export exact results

Save BI dashboards and reopen saved layouts. CSV and XLSX exports require a verified result and current workspace/source checks; visual exports also depend on fresh approval and support for the current view.

6 min readAll workspaces Save questions and configure supported automation

Save the current BI question for later use, and optionally add a UTC schedule and alert if your workspace and current result support it. A saved schedule means Finanly will try to run the question later; it does not mean a result or email has already been delivered.

5 min readAll workspaces Understand financial metrics and coverage

Use this report guidance to distinguish reviewed operating profit measures from legacy catalog fields, and to understand when DSO, DPO, CCC, and the separate posted-cash depletion runway scenario can and cannot be answered. If the required period, history coverage, or classification setup is missing, the report refuses the unsupported question instead of guessing a duration.

8 min readBusiness Understand report filters, pivots and totals

Use report filters, pivots, and totals to shape a report before you run it. This reference explains how filter conditions combine, how rows and values behave differently, and what the totals, percentage, growth, and row-limit options mean in the report builder.

6 min readAll workspaces

Browse by topic

Getting startedStart with the right workspace and access.6 guides Connections and importsConnect sources and understand synchronization.9 guides Banking and transactionsBalances, review, transfers and documents.12 guides Books and closeAccounts, journals, statements and exports.10 guides Invoices and paymentsDrafts, posting, credits and invoice delivery.6 guides Customers and suppliersParty records, summary columns and maps.3 guides Products and landed costStock, units, valuation and shipments.6 guides ReconciliationPayouts, vendor bills, returns and COGS.5 guides Reports and questionsBuild, understand, save and export reports.8 guides Personal planningSpending, baskets, goals and subscriptions.10 guides Plans and billingCurrent plans, access and billing requests.1 guides Compliance evidenceTraceability, certificates and review reports.1 guides Help and securityTroubleshooting, status and support.3 guides

Popular guides

Get started with Finanly

Get started with Finanly by signing in, then use your active workspace and available navigation to review data that matches your access. Some settings and ledger views depend on your workspace mode, role, and enabled features, and review workflows may require you to confirm changes before they are finalized.

4 min readAll workspaces Understand bank balances and freshness

Bank balances can come from a provider snapshot, a cached provider balance, or a ledger-based balance, and those values are not the same thing. This article explains how to read the balance fields, what freshness means, and why a balance may be shown as unavailable, unknown, or zero.

5 min readAll workspaces Create, review and post a sales or purchase invoice

Create a sales or purchase invoice draft and review the saved invoice before posting. If a save is unresolved and its original request remains available in recovery, use Resume existing save rather than creating another invoice. Sending or printing a posted invoice is a separate action after submission.

8 min readBusiness Manage products and read stock values

Use Products to create, edit, search, and remove inventory items in your current workspace. You can also read each item’s stock quantity, stock unit, and estimated stock cost, and tell the difference between a verified zero and a value that is unavailable.

7 min readBusiness Build an exact report in Report Studio

8 min readAll workspaces Set up your personal planner

Set up your personal planner by entering your income sources, fixed expenses, and planner baskets, then choosing how unspent basket funds should roll over. The planner uses your current workspace settings and real account balances to estimate available to spend, so you can review planning totals before you save changes.

6 min readPersonal