Documentation
Learn how to use Financica
Guides and references for founders and accountants — from getting started to advanced reporting and compliance.
See what's newGetting Started
What is Financica?
An introduction to Financica — founder-first bookkeeping that your accountant will love.
3 min readGetting started
A practical guide to using Financica day to day -- from your first bank connection to month-end.
5 min readThe dashboard
What each panel on your dashboard shows, where its numbers come from, and what you can act on from there.
6 min readSetting up your organization
Create your organization in Financica and configure it for your business.
3 min readConnecting bank accounts
Link your bank accounts to Financica for automatic transaction syncing.
3 min readInviting your team
Add team members and your accountant to collaborate on your books.
4 min readInvitations you receive
Accept or decline an invitation to join a company, or a request from an accounting firm to keep your books.
3 min readAccounting practices and the portfolio
How accounting firms manage client companies in Financica, and what that means for the client.
6 min readUsing the AI assistant
How to get useful answers, analyses, and safe write suggestions from Financica's AI assistant.
5 min readUsing the assistant on Telegram
Connect Telegram (or another messaging channel) to talk to your Financica assistant from anywhere.
2 min readKeyboard shortcuts
Quick reference for keyboard shortcuts available in Financica.
2 min readTransactions
Understanding transactions
How transactions work in Financica — viewing, filtering, and understanding your financial activity.
3 min readCategorizing transactions
Assign transactions to ledger accounts to keep your books organized and accurate.
3 min readAI-powered categorization
How Financica's AI suggests account assignments for your transactions.
3 min readTransaction labels
Tag transactions with projects or cost centers and filter your income statement by them.
2 min readAttaching documents to transactions
Upload receipts, invoices, and supporting files to transactions for a complete audit trail.
2 min readThe document library
Browse, filter and download every file stored against your books from one place.
3 min readMulti-currency transactions
How Financica handles transactions involving multiple currencies, exchange rates, and FX legs.
6 min readInvoicing
Invoice lifecycle
Understanding invoice statuses, transitions, and when you can edit, void, or delete an invoice.
6 min readManaging expenses
Track supplier invoices and bills in the expenses section.
8 min readManaging revenue
Create and track outbound invoices to your customers.
5 min readInvoice numbering
How the invoices and credit notes you issue get their sequential numbers, and how to configure the series.
3 min readInvoice OCR and parsing
How Financica extracts data from uploaded invoices using OCR.
3 min readElectronic invoicing (UBL, Factur-X and Peppol)
Send and receive structured electronic invoices through UBL, Factur-X / ZUGFeRD, and the Peppol network.
10 min readMoving your Peppol registration to Financica
Transfer an existing Peppol registration from another access point, either by deregistering there first or with a migration key.
3 min readInvoice posting and reconciliation
How invoice approval creates journal entries, how they reconcile with bank transactions, and what to do when something goes wrong.
16 min readRetainer and prepayment drawdowns
How to record retainer drawdowns on invoices in Financica, including the journal entry structure and invoice payment linking.
4 min readHosted invoice imports
Import invoices from hosted platforms like Stripe and Xero by pasting a URL.
2 min readCredit notes
Receive and apply credit notes against invoices.
8 min readDisputed and uncollectible amounts
Mark line items you are not going to pay, or amounts you are not going to collect, without changing the invoice or your VAT return.
3 min readMoving a cost or income to another financial year
An invoice dated in one year often pays for the next. Move its cost or income to the year it belongs to, without touching the document or the VAT.
4 min readCorrecting a posted invoice
A posted invoice's journal entry is never rewritten. Corrections are new entries: a credit note, a reclassification, or a cut-off pair.
3 min readCounterparties
Chart of Accounts
Reports
Balance sheet
Generate a point-in-time snapshot of your organization's financial position.
4 min readIncome statement
Track your revenue and expenses over a period to see profitability.
3 min readVAT returns
Generate VAT return reports for compliance and tax filing.
8 min readBurn rate analysis
Monitor your monthly cash inflows and outflows to understand your runway.
3 min readTrial balance
View all account balances with debit and credit columns for period-end review.
3 min readClient listing
Prepare and export the Belgian annual listing of VAT-liable clients for Intervat.
4 min readCorporate tax
See how the tax on your result is calculated, simulate a different year or a different decision, and book the charge when the figure is right.
6 min readYear-end close
Check what still has to be corrected in your books before a financial year can be signed off and filed.
6 min readFiling your annual accounts
Produce the XBRL file for the National Bank's Central Balance Sheet Office from your year-end close.
6 min readWeekly cash report
A weekly email summarizing your cash position, top transactions, and outstanding invoices.
2 min readData Sources
Bank accounts
Manage your connected bank accounts and monitor sync status.
2 min readBank statement imports
Upload bank statements manually when automatic syncing is not available.
11 min readVAT account statements
Import the tax authority's VAT account statements and post declarations, payments and fines to your books.
5 min readIntegrations
Connect payment processors, cloud providers, and other data sources to Financica.
2 min readConnecting Stripe
Import Stripe payouts, charges, refunds, and fees into Financica automatically.
2 min readConnecting DigitalOcean
Import your DigitalOcean invoices and credits into Financica automatically.
2 min readConnecting Amazon Web Services
Import your AWS invoices into Financica automatically.
3 min readConnecting Deel
Import the invoices and fees from contractors you pay through Deel into Financica automatically.
2 min readConnecting Qonto
Import the supplier invoices Qonto receives for you, and send your own invoices over France's e-invoicing network.
6 min readSettings
Organization settings
Configure your organization's details, accounting defaults, and VAT settings.
3 min readUser settings
Customize your personal profile, display preferences, and notifications.
2 min readAccount security
Manage your password, passkeys, and the accounts you can sign in with.
5 min readBilling and subscriptions
Manage your Financica subscription, plan, and billing details.
6 min read