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