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Getting Started with Finvue
A short guide to help beta users get up and running with Finvue.
What Finvue Does
Finvue helps bookkeepers upload financial data, review account mappings, generate client-ready financial reports, and add plain-English commentary.
Monthly Workflow
- Add a client
- Start a reporting period
- Upload financials
- Review account mappings
- Generate report preview
- Add or review commentary
- Export PDF
- Finalize report
Choosing an Upload Method
Finvue currently supports two upload methods. Choose the method that matches how your financial data is prepared.
Method 1: Monthly Activity Template
Use when:
- P&L accounts already show monthly activity
- Balance sheet accounts show ending balances
This is the best option when your file is already prepared with monthly revenue and expense activity.
Method 2: YTD / Ending Balance Template
Use when:
- P&L accounts show year-to-date balances
- Balance sheet accounts show ending balances
- You want Finvue to calculate monthly activity automatically
Example — preparing December (Mar–Dec):
- Two Months Prior = October YTD / ending balances
- Prior Month = November YTD / ending balances
- Current Month = December YTD / ending balances
February reports:
- Prior Month = January YTD; Current Month = February YTD
- Finvue uses Current − Prior for February activity, and Prior Month YTD as January activity. Two Months Prior is not used for P&L differences.
January reports:
- Current Month YTD = January activity.
- Prior-month P&L comparison cannot be calculated from prior-year December YTD and is shown as blank/zero. Balance sheet accounts still use current and prior ending balances.
Sign Guidance
Finvue preserves uploaded signs for accounting accuracy. Do not convert all balances to positive. Use accounting-style signs from your accounting system.
- Sales discounts should reduce revenue
- Allowance for doubtful accounts should reduce Accounts Receivable
- Accumulated depreciation should reduce Fixed Assets
Mapping Review
After upload, Finvue suggests reporting categories. Review and update mappings before generating the report. Finvue remembers confirmed mappings for future uploads.
For YTD uploads: Statement Type controls how Finvue converts YTD values. Profit & Loss accounts use monthly differences. Balance Sheet accounts use ending balances.
Data Integrity Checks
Finvue checks for unmapped accounts, balance sheet tie-outs, missing key categories, and upload-specific issues before finalization.
When needed, Finvue may show calculated Current Period Earnings or Current Year Earnings so the balance sheet presentation ties correctly.
Draft vs Finalized Reports
Draft reports can be edited. Finalized reports are locked to protect the final version. If changes are needed, reopen the report, make updates, and finalize again.
FAQ
Support
Need help or want to report an issue? Send us a support request — we'll reply by email.