There are a ton of features to explore during your free trial. Here are some suggestions to help you get the most out of Finaloop. This article assumes you’ve signed up for your free trial, but if you haven’t, why not do it after you’ve read this article?

Your trial account shows real-time data from your connected apps from the date you signed up + the preceding two months + the free trial period.

For example, say you onboard on June 15, you’ll see data from the two preceding months (April and May) + June 1 - 15 data. Plus, you’ll then see transactions as they get added during the free trial period.

With our comprehensive chart of accounts and ecommerce-tailored categories, you'll have a real-time picture of your daily financials as well as a strategic view of your business's health. You’ll also have access to an onboarding team of accounting and ecommerce experts to help you with anything you need. Nice, isn’t it?

During the free trial period you have access to Finaloop via the menu pane.

The Home screen is your dashboard which has a series of interactive charts and summary data reconciled back to your sources of truth.

The dashboard is essentially a financial snapshot of your business at any point in time. Of course, the dashboard and most of the other screens have filters, so you can slice and dice just the way you want.

Finaloop has a menu pane listing the main screens. Of course, you can expand or collapse the pane as needed. Getting to know what’s on each screen will help you get the information you need, fast.

To explore our main features, we recommend you check out the article Navigate the interface? Refer to it whenever you need a refresher. It's easy to jump to any section you're interested in.

Use the Reports section to view your P&L and Cash Flow. You can see your Balance Sheet as well but it will be incomplete until you subscribe. After that, we’ll ask you for your balances from your Balance Sheet on the last day of your previous year’s books and we’ll use that to start rebuilding your Balance Sheet in Finaloop.

You can filter and view the data in several ways (value vs % of net sales, for example)..

Categorizing bank transactions has always been a detailed and time-consuming task, often prone to errors. Misclassified transactions can mess up your financial statements, making it hard to track expenses and manage cash flow.

For ecommerce brands, getting this right is crucial to having any form of financial visibility. Finaloop uses machine learning to automatically categorize about 94% of your transactions based on our knowledge base of thousands of ecommerce brands as well our expertise on accounting and tax best practices. This makes your financial management smoother and more accurate.

We'll also need some input from you on certain transactions. To learn more, check out categorizing and reviewing transactions.

During the free trial period, you’ll receive a task (we call it a ‘mission’) to select your inventory method. There are few things to consider, so please head over to the article Onboarding with Finaloop part 2 because it explains the options available and how to set the method you think you’ll want. Don’t worry, you can always choose to change your selected inventory method in the future if it no longer suits your needs.

Nope! We only ask for payment details if you decide to continue with our service. Your trial is 100% risk-free with no surprise auto-billing.

Nothing! To summarize: