Figured

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Navigating your Figured farm using a global date setting

Setting your farm year and financial view (actuals, or actuals + forecast)

How to re-establish the connection between your Figured file and your QuickBooks Online file

Reconnecting QuickBooks Online and Figured

Mitchell Parks

Sam Seymour

Scott Campbell

Tips and tricks to find your way around Figured

Tips

If you are making changes in your accounting software and want to see these in Figured right away then you'll need to run a sync

Sync Figured and your accounting software

How to re-establish the connection between your farm and your Xero file

Reconnecting Figured and Xero

Figured & Xero

How to set your bank accounts in Figured

How to set up your chart of accounts in Figured and Xero

Setting up the chart of accounts in Xero

Learn how to edit accounts from your chart of accounts in Figured

Editing your accounts

Configure your accounts for more structured planning and reporting

Account configuration

Hannah Murray

Chart of accounts

Dashboard overview

Use our setup wizard to get your new farm up and running

New farm setup wizard

Adding, deleting, and modifying a users permissions on a farm

Adding someone to the farm

Setting your opening quantities and values

On the farm

Understanding the warnings on the Health Check page and how to resolve them

Health checks in Figured

If anything takes you longer than 2 minutes to figure out then stop and chat with our specialists through the little green bubble

Getting support: The green bubble

Giving feedback to the Figured team

Sean Clark

Connect with Figured

Figured Login

Figured Website

Terms of Use

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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