Getting Started
Articles on software setup, adding companies and defining user permissions
01
Overview
FinBoard is a financial reporting and analysis tool designed for CFOs, financial analysts, and accountants. It enables users to seamlessly import QuickBooks…
02Setup FinBoard
There are 2 components to FinBoard - web application and Google sheets extension
03Add company
You need to connect a QuickBooks company with FinBoard to be able to create reports. A company can be added either from web application or via plugin
04Manage users
With FinBoard, you can share access for the companies you have connected with your colleagues. To do that,