Getting Started with Finmark

New to Finmark? Check out our guides to getting started!

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15 articles in this collection
Written by Keith Gruver, Annika Walima, and Avery Miller
Getting Started with Finmark

Getting Started Video Overview of Finmark

Watch a high-level video overview to understand the basics and see what you can achieve in Finmark
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Written by Annika Walima
Updated over a week ago

Example Model (Template)

In this guide, we walkthrough our template model scenario
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Written by Keith Gruver
Updated over a week ago

Step 1: Initial Setup

Welcome to Finmark! Follow our Step-by-Step guides to get started.
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Written by Keith Gruver
Updated over a week ago

Step 2: Import Accounting Data

Connect your financial model to your accounting platform.
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Written by Keith Gruver
Updated over a week ago

Step 3: Import Payroll Data

Connect your financial model to your payroll provider to streamline your payroll actuals.
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Written by Annika Walima
Updated over a week ago

Step 4: Import Current and Future Payroll Expenses

Add your current and future forecasted hiring plan to set your payroll budget.
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Written by Annika Walima
Updated over a week ago

Step 5: Import Non-Payroll Expenses

Add your non-payroll expenses to gain control of your budget.
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Written by Annika Walima
Updated over a week ago

Step 6: Forecast Revenue

Forecast revenue, set goals, and plan for the future to make smarter decisions about growth.
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Written by Annika Walima
Updated over a week ago

Step 7: Formulas and Variables

Use formulas and variables to further customize your financial projections
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Written by Annika Walima
Updated over a week ago

Step 8: Add Equity or Debt Financing

Import your equity or debt financing details to understand the impact financing will have on your runway.
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Written by Annika Walima
Updated over a week ago

Step 9: Explore your Dashboard and Reports

View your key performance indicators and your reports to easily understand where your business is at any given moment.
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Written by Annika Walima
Updated over a week ago

Step 10: Scenario Planning

Create multiple scenarios to make better data driven decisions.
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Written by Annika Walima
Updated over a week ago

Step 11: Inviting Members

Share your financial plan and collaborate with others inside and outside of your company.
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Written by Annika Walima
Updated over a week ago

Step 12: Maintain your Actuals

Learn how to view, update, and reset your actuals.
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Written by Annika Walima
Updated over a week ago

Finmark FAQ

One location for all of your Frequently Asked Questions!
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Written by Avery Miller
Updated over a week ago