How does Finaloop work?
Tracking and Managing Shopify Orders, Refunds, and Cancellations
What happens when you categorize a purchase as inventory or COGS
Understanding my missions
Managing B2B and wholesale invoices in Finaloop
How to choose your COGS tracking method in Finaloop
Understanding your Chart of Accounts
Categorizing & reviewing transactions
Managing your bills (payables)
Getting started
Set up Finaloop Accounting, InventoryIQ or Margins and learn your way around.
By Emily and 1 other2 authors15 articles
Performance analytics & dashboards (Margins)
Read your dashboards and metrics: sales, margins, lifetime value, channel profit and more.
By Emily1 author8 articles
Bookkeeping & accounting (Finaloop Accounting)
How Finaloop Accounting records your sales, invoices, bills, payroll, loans and taxes, and how to read your reports.
By Emily and 2 others3 authors44 articles
Transactions & banks
Connect your banks and cards, and categorize and review your transactions.
By Emily1 author9 articles
Inventory management & COGS
Track your products, inventory and cost of goods sold (COGS), including InventoryIQ.
By Emily and 2 others3 authors26 articles
AI tools
Connect Claude, ChatGPT and other AI tools to Finaloop or Margins, and get answers from your data.
By Emily and 1 other2 authors6 articles
Apps & integrations
Connect your stores, payment gateways, banks, warehouses and other apps.
By Ryan and 2 others3 authors36 articles
Plans, billing & account
Plans, pricing, billing, your team and getting support.
By Emily1 author7 articles
What's new
Release notes: what we shipped each month.
By Emily1 author20 articles
