Overview of Finmap functionality

Two-factor authentication (2FA)

How to enable two-factor authentication with an authenticator app and what to do if you lose access.

Action History in Finmap

“Action History” is a log of every action in the company: who created, changed, or deleted what, and when.

Build an Excel File — a custom template for exporting payments

Previously, exporting to Excel followed a single fixed template. Now, in Finmap, you can create your own: select the columns you need, their order, and how they’re grouped—and save it as a template for future use.

How to add your own indicator to Financial Indicators (without Excel)

Learn how to set up your own financial indicator in Finmap just once, and the service will calculate it automatically instead of using Excel.

AI Agents Finmap

Finmap AI is not just a chatbot. It is a team of highly specialized agents, each trained to perform a specific task: from instant profitability analysis to finding errors in thousands of transactions. They work 24/7, basing their answers solely on real-world data from your business.

Invoices in Finmap: How to work with invoices in the service

In Finmap, the "invoices" section is not just bills to send to clients, it is a tool that helps you simultaneously issue invoices, record payments, and see the real picture of money in the business.

Security Section in Finmap

The Settings → Security section brings together tools that help protect your account and control access to your data.

Financial performance in Finmap

Financial Indicators is a report in Analytics that helps businesses assess profitability based on actual revenues and expenses in Finmap. The report shows how key indicators are formed, which areas…

Mutual settlements with counterparties in the Receivables and Creditors reports

The functionality of mutual settlements with counterparties will allow you to get even more benefit from the Accounts Receivable and Accounts Payable reports. This functionality allows you to see the counterparty in the desired report (Debtor or Creditor) depending on whether you owe him or he owes

How to split a payment between multiple categories in Finmap?

The split payment feature allows you to link a single transaction (income or expense) to multiple categories at once.

Plan/Actual Report

The “Plan vs Actual” report is a report that allows you to compare planned and actual financial results by categories or projects . This report helps users effectively plan budgets , track goal attainment, and control variances in income and expenses.

Subscription section in Finmap

In the “Subscription” section, you can manage your plan, additional options (add-ons), view invoices, and update your payment details. Below is a detailed guide for each tab.

Finmap AI Copilot: a detailed report of your activity

Finmap AI Copilot is a tool built on the OpenAI API. It works as a financial assistant and creates a detailed report based on your company’s data.

Currency fluctuations in Finmap

Why exchange rate difference appears in the Cash Flow report and how it's calculated.

Balance report

The Balance Sheet is a statement of the financial position of an enterprise, which shows its assets and liabilities in monetary terms. It is formed on the basis of data on assets, liabilities and…

Auto-rules in Finmap

Auto-rule is a tool that allows you to create a condition under which operations will be independently assigned to the necessary entities.

How can I approve payments within the company online in Finmap?

If you have a need to approve a payment between company employees online , then in Finmap you can do this using tags to transactions

System income/expense categories? Where can I add my own income/expense categories?

We have already added the most popular categories of expenses and income to the service to save you time on entering transactions and accounting for them in the corresponding reports

Report Profit & Loss

Profit and Loss report (P&L ) - is a report that shows us the effectiveness of our business in the dynamics for the selected period.

Transaction period in Finmap

The transaction period in Finmap - is a convenient functionality for quickly entering transactions and building a correct Іncome statement

Distribution of the operation between projects

If you need to distribute 1 operation between several projects, you can easily do it in Finmap

Section Invoices

Invoices is a tool for creating invoices with the ability to change their payment status Currently, it is an independent unit in the service that is not tied to Analytics or other reports in Finmap

How to display receivables/payables in Finmap

This tutorial will show you how to generate receivables and payables in various ways and how to clear them.

How to calculate the bank's acquiring commission

We cannot influence how your bank transmits information about integration, but we can format the data in the service, and that's how we can have clear and accurate analytics.

How to synchronise planned transactions and incoming data from the bank?

Sometimes you may create a planned transaction, but the payment gets deposited into your integrated account. As a result, you will have two transactions: the manually planned one and the actual integrated transaction.

What is the Finmap API? How to work with this tool

Let's review the Finmap API documentation, where you can find this information and its features.

Report Profit

Profit and Loss report (P&L ) - is a report that shows us the effectiveness of our business in the dynamics for the selected period.

How to use tags in Finmap. Example of fixed and variable expenses.

Tags are one of the universal entities in the Finmap service.

Filters in Analytics: the example of using filters for analysing each employee's salary

Finmap

What if an employee cannot access Finmap?

Situation 1: signature "awaiting confirmation"

Report Cash Flow

Report Money (Cash Flow ) - cash flow statement. The report shows how much money has physically come to your accounts and how much has gone out. CashFlow does not show profits, but only the physical turnover of funds. In Finmap, it is generated relative to the date of receipt or write-off spe

Formation of funds and working with accountable funds

In order to form funds that consist of tangible and intangible assets, we recommend using the following accounts To create an account: 1. Go to the accounts menu - Edit - Add account 2. Specify the name of the Fund account, the account currency, and, if necessary, the starting balance of the

What to do if the balances on the integrated account in Finmap do not match the actual balances

Step 1. Check the date when transactions started to be received by the service

How to combine Income and Expense in a Transfer?

Companies often face situations where funds are transferred from one account to another. If the accounts are integrated into the Finmap service, we see such a transfer as one actual expense transaction and a second income transaction:

How to return a deleted transaction? "History" report in Finmap

Action history is a report that contains information about editing, creating, or deleting information by any of your company's employees. In this report, you can always view such types of actions as:

How to use multi-currency in Finmap

When creating a company, Finmap will ask you to select the company currency - this is the currency in which analytics and reports will be displayed

Currency exchange

To conduct a currency sale (exchange) transaction in Finmap, you need to: 1. Create accounts in the required currencies in the service (My Accounts block - add a new account)

How do I pay a supplier's debt? (Business Obligations, Accounts Payable)

If your business owes a supplier (or another counterparty), Finmap will remember this information and remind you of your obligations. This requires you to make a Planned Payment.

How to record Accounts Receivables/ Payables in Finmap

Receivables - the amount that customers owe your business It is formed in the service due to: 1. the future date of receipt of funds in your own income categories 2. when using the system cost category "Loan disbursement"

How to make salary entries?

To record expenses and payments on employees' salaries, use the Expense button. In the window that opens, specify the operation Salary, and select the employee to whom you are paying salaries, as well as the period for which this salary is paid. You can fill in the Counterparty field according to th

How do you make payments in different currencies?

If your business is international and you work with different currencies, this is not a problem. Create accounts in different currencies and make the necessary transactions.

Filtering in the transactions journal

There are different filtering options in the Transactions journal:

Section "Users": delegation of responsibilities, add or remove users

In this section you can ✅ :

Payment сalendar in Finmap

Payment calendar - a section that shows general information on your accounts as of a certain date

Projects report

The Projects report allows you to display several areas of your business or company branches in one company, as well as see the profitability of each project

Counterparty groups: owners and employees. How and where to use this information

We have divided counterparties into types: Customers, Investors, Creditors, Debtors, Suppliers, Employees, and Owners

What are tags and projects?

By adding a Project to each transaction, you can track analytics for each individual business or line of business

The functionality of mass editing

The multi-selection functionality was created to speed up the dispersion of operations and facilitate the work with large amounts of information in the company