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Quick Start

Start here to get to know the platform and set up your first automations

My Profile

Manage your personal preferences on the platform: account details, interface language, email notifications, and the API keys that connect integrations and assistants.

System Administration

Learn how to register and manage users, permissions, and manage system security.

Process Automation

Create and manage data preparation processes, automating recurring routines for transformation, calculations, and transaction reconciliation.

Account Reconciliation

Manage the monthly accounting reconciliation: substantiate balances, explain discrepancies, and oversee the approval workflow for working papers.

Task Management

Plan, execute, and track your department's activities in one place. Create one-off or recurring tasks, assign owners, set deadlines, and monitor progress through to completion.

Integrations

Connect the platform to ERPs, APIs, databases, storage systems and banking institutions, and make the results available to files, databases and BI tools.