Account classification guide, and common inquiries that can arise from them
3 articles
How to make sure subsequent and future uploads go smoothly
3 articles
How to overwrite, rewrite, correct, or start from scratch on a company's financials
2 articles
Tools and shortcuts to speed up your support work
3 articles
Using administrative privileges in CFO Scoreboard
2 articles
How to handle support conversations constructively and smoothly
2 articles
Video run-throughs of the broad strokes for buyers
8 articles
How to use drop-down selectors on the main screens, and change company settings
7 articles
How to read and understand the main optics and insights that CFOS provides
11 articles
Understanding and using the Trends pages
5 articles
Understanding and using What If scenarios
1 article
Helpers and sharing, transferring ownership, etc.
2 articles
Checking classifications, and handling accounts that go "missing"
2 articles
We support ALL accounting apps! Some are fully automatic; others require more work
11 articles
Big-picture explanations of what exactly CFOS is looking for, in your Excel files
6 articles
Want to know exactly what a certain error message means? Look here.
8 articles
See specifically how to resolve common errors using realistic example documents
9 articles