What is Financica?
An introduction to Financica — founder-first bookkeeping that your accountant will love.
3 min readRead
Documentation
Learn how to use Financica
Guides and references for founders and accountants — from getting started to advanced reporting and compliance.
Getting Started
Getting started
A practical guide to using Financica day to day -- from your first bank connection to month-end.
5 min readRead
Setting up your organization
Create your organization in Financica and configure it for your business.
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Connecting bank accounts
Link your bank accounts to Financica for automatic transaction syncing.
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Inviting your team
Add team members and your accountant to collaborate on your books.
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Using the AI assistant
How to get useful answers, analyses, and safe write suggestions from Financica's AI assistant.
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Keyboard shortcuts
Quick reference for keyboard shortcuts available in Financica.
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Transactions
Understanding transactions
How transactions work in Financica — viewing, filtering, and understanding your financial activity.
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Categorizing transactions
Assign transactions to ledger accounts to keep your books organized and accurate.
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AI-powered categorization
How Financica's AI suggests account assignments for your transactions.
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Attaching documents to transactions
Upload receipts, invoices, and supporting files to transactions for a complete audit trail.
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Multi-currency transactions
How Financica handles transactions involving multiple currencies, exchange rates, and FX legs.
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Invoicing
Invoice lifecycle
Understanding invoice statuses, transitions, and when you can edit, void, or delete an invoice.
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Managing expenses
Track supplier invoices and bills in the expenses section.
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Managing revenue
Create and track outbound invoices to your customers.
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Invoice OCR and parsing
How Financica extracts data from uploaded invoices using OCR.
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Electronic invoicing (UBL, Factur-X and Peppol)
Send and receive structured electronic invoices through UBL, Factur-X / ZUGFeRD, and the Peppol network.
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Invoice posting and reconciliation
How invoice approval creates journal entries, how they consolidate with bank transactions, and what to do when something goes wrong.
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Retainer and prepayment drawdowns
How to record retainer drawdowns on invoices in Financica, including the journal entry structure and invoice payment linking.
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Hosted invoice imports
Import invoices from hosted platforms like Stripe and Xero by pasting a URL.
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Credit notes
Receive and apply credit notes against invoices.
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Counterparties
Chart of Accounts
Reports
Balance sheet
Generate a point-in-time snapshot of your organization's financial position.
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Income statement
Track your revenue and expenses over a period to see profitability.
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VAT returns
Generate VAT return reports for compliance and tax filing.
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Burn rate analysis
Monitor your monthly cash inflows and outflows to understand your runway.
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Trial balance
View all account balances with debit and credit columns for period-end review.
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Weekly cash report
A weekly email summarizing your cash position, top transactions, and outstanding invoices.
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Data Sources
Bank accounts
Manage your connected bank accounts and monitor sync status.
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Bank statement imports
Upload bank statements manually when automatic syncing is not available.
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Stripe and other integrations
Connect payment processors and other data sources to Financica.
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Settings
Organization settings
Configure your organization's details, accounting defaults, and VAT settings.
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User settings
Customize your personal profile, display preferences, and notifications.
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Billing and subscriptions
Manage your Financica subscription, plan, and billing details.
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