Documentation
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Step-by-step guides to using Finaxis, from first steps to accounting integrations.
Browse by category
Getting started
Log in, set up your profile, and take your first steps in Finaxis.
1 article
Accounts receivable
Track overdue invoices, account aging, and outstanding balances.
3 articles
Customers
Manage customer records, contacts, and payment history.
3 articles
Actions and follow-ups
Review, approve, and send collection follow-ups from the send queue.
1 article
AI agents and recommendations
Work with the AI assistant, recommendations, and your AI agents.
7 articles
Integrations
Connect QuickBooks, Acomba, Sage, or CSV imports and keep your data in sync.
3 articles
Mailboxes
Connect Gmail, Outlook, or your own domain to send follow-ups.
Coming soon
Administration
Manage users, permissions, and instance settings.
Coming soon
Popular articles
- Filter your aging report and save a view Accounts receivable
- Read your accounts receivable list Accounts receivable
- Send a payment reminder manually Actions and follow-ups
- Ask the AI assistant about your receivables AI agents and recommendations
- Work your daily recommendations AI agents and recommendations
- Edit a customer and its contacts Customers
- View and filter your customer list Customers
- Log in to Finaxis Getting started
- Connect Acomba to Finaxis Integrations
- Connect QuickBooks to Finaxis Integrations
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