Documentation Release Notes (Changelog)Roadmap

Contact Support

My Profile: data, language, and notifications API Keys: generate and revoke

System Administration

Users and Permissions

Security and Audit

License control Credential Management

Process Automation

Introduction to Processes Create a process Execute a process View and Analyze

Process Configuration

Account Reconciliation

Introduction to Account Reconciliation Account Analysis: the account list How to reconcile an account Approval Flow and Reconciliation Cover Dashboard and Consolidated View Business, Chart of Accounts, and Owners Mass Import

Account Analysis Configuration

Task Management

Task Management Bulk task registration

Introduction to Integrations Custom integrations via REST API and SQL connectors Connecting external storage (SFTP, SharePoint, OneDrive)

Banking integration

All Collections

Quick Start

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

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