Finaloop

Learn how your team of Finaloop experts use our real-time accounting technology to deliver accurate, updated ecommerce financials 24/7

How does Finaloop work?

Navigate the Interface

Onboarding Part 1 - Get connected

Onboarding Part 2 - What to expect in your first month

Does Finaloop use accrual or cash basis accounting?

Understanding my missions

Understand the key differences you can expect between Finaloop and generic accounting platforms like QuickBooks Online (QBO) & Xero

Finaloop vs. Quickbooks or Xero

Getting started FAQs

Learn how to share information with our Premium bookkeeping team for prompt updates and seamless financial operations.

Premium Bookkeeping Service Guide

Here's a simple guide to the main actions you'll likely need each month in Finaloop.

Your Monthly Finaloop Cheat Sheet

Emily Burrows

Astar Rigler

Ryan Perlman

Set up your account and learn how Finaloop works.

Getting Started

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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