Getting started with Finmap

Registering in the service and creating your first company

If you have just learned about our service, we are happy to welcome you! 🤝 Finmap helps entrepreneurs and teams keep management accounting simply, clearly and without unnecessary hassle.

Finmap's customer support service regulations

The Finmap support team puts all its energy and effort into helping users set up their business accounting as quickly and efficiently as possible and get the most out of our support 😇

Getting Started with Finmap: 6 Steps to Successful cash flow management

Finmap provides simple and fast tools for setting up the financial bookkeeping of your business. Follow these 6 simple steps that will allow you to use the service efficiently in the future and save…

Credit for a previous period, before the start of Finmap record keeping

Consider a situation where you started keeping records in Finmap on 1 January 2023, but earlier, you received a loan and already have spent some proceeds.

How do troubleshoot payment integration and synchronisation issues on one of the accounts?

Firstly, we need to go to the accounts menu.

How to manage several projects/business lines in Finmap at the same time

If you have several business lines, you can display them in Finmap as projects This way you can view reports both for the company as a whole and for individual business lines

Starting balance

1. Click the "plus" button on the right panel to create a new account:

What is Finmap? Getting to know the service

Greetings, we are Finmap, an advanced online service that assists with managing finances in your businesses. We launched our platform to help you organize cash flow management and avoid chaos in financial accounts.

Which currency should I use as my company currency?

When you create a company, Finmap will ask you to select its main currency - this is the currency in which your company's analytics and reports will be displayed We advise you to choose the currency in which you make the largest number of payments in your business

Clear cache: Google, Safari

In order to clear the cache in Google browser, you need: 1. Go to Settings, select the menu More Tools - Developer Tools

Add/ remove/ edit: accounts, categories, subcategories, contractors, projects, tags

To customize the logic for your company, specify your accounts, categories, subcategories, counterparties, projects, and tags, use the "Settings" section in the top right corner:

How to log out of the company, add a new one, delete the previous one or rename it?

In order to leave the company , you need to go to the Settings menu and select the Exit item

Registration and password to personal account

In order to register, specify the email you have access to. It will be the mail of the Account Owner and only the user with this mail will be able to add or delete company users in the account

Account security = data security

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