PAi it Forward Tutorial Index

Use these tutorials to keep finance workflows accurate, visible, and AI-assisted.


Back to PAi it Forward

Sections

  1. 0 Getting Started

    Confirm your finance goals and learn how PAi it Forward keeps data structured.

  2. 1 Setup

    Connect accounts, define categories, and establish approval workflows.

    1. 1.1 Chart of Accounts

      Organise revenue, expense, and cost categories for consistent reporting.

    2. 1.2 Integrations

      Sync banking, invoicing, and payroll systems to keep records accurate.

  3. 2 Home

    Monitor cash flow, approvals, and anomalies from the daily dashboard.

  4. 3 Library

    Track transactions, vendors, and invoices with clean, auditable records.

  5. 4 Overview

    Model scenarios, review trends, and plan confidently with live data.

Developer