Such great news to welcome you here and assist you on your first steps setting up the Finstack platform! In just a few steps you are ready to set up your first reports.

What you will need beforehand:

• Account that has view-rights to connect the platform to your accounting software (ERP)
• Structure of the financial statements you have in mind
• (if available) existing mapping of ledger accounts (grootboekrekeningen)
• (if available) existing forecast scenarios

Step 1: Sources

Step 2: Working Capital

Step 3: Structure

Step 4: Mapping

Step 5: Invite team members (bonus)

Step 6: Get ready for your first reports!