Finz Help Center | Guides for Cash Flow, Margin, and AI CFO

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Getting started

Getting started with Finz

Set up your workspace, connect systems, and start weekly financial workflows.

Connect QuickBooks

Connect your QuickBooks account to activate reporting, categorization, forecasting, and AI CFO workflows in Finz.

How Finz uses Quickbooks

Understand how QuickBooks powers reporting, categorization, forecasting, and AI CFO workflows across Finz.

Connect bank accounts

Connect your bank to track cash and transactions in real time.

Why Finz needs both connections

Understand why QuickBooks and bank data work together.

How to use Finz

A practical guide to getting the most value out of Finz.

How often data syncs

Resolve errors when linking your bank account.

Getting started with Finz

Set up your workspace, connect systems, and start weekly financial workflows.

Connect QuickBooks

Connect your QuickBooks account to activate reporting, categorization, forecasting, and AI CFO workflows in Finz.

How Finz uses Quickbooks

Understand how QuickBooks powers reporting, categorization, forecasting, and AI CFO workflows across Finz.

Connect bank accounts

Connect your bank to track cash and transactions in real time.

Why Finz needs both connections

Understand why QuickBooks and bank data work together.

How to use Finz

A practical guide to getting the most value out of Finz.

How often data syncs

Resolve errors when linking your bank account.

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