Finmark from BILL

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

Getting Started with Finmark

In this guide, we walkthrough our template model scenario

Example Model (Template)

Watch a high-level video overview to understand the basics and see what you can achieve in Finmark

Step 1: Getting Started Video Overview of Finmark

A Complete Step-by-Step Set-Up Guide to a Successful Accounting Integration

Step 2: Review the Accounting Integration Guide

Add your current and future forecasted hiring plan to set your payroll budget.

Step 3: Import Current and Future Payroll Expenses

Add your non-payroll expenses to gain control of your budget.

Step 4: Import Non-Payroll Expenses

Forecast revenue, set goals, and plan for the future to make smarter decisions about growth.

Step 5: Forecast Revenue

Use formulas and variables to further customize your financial projections

Step 6: Formulas and Variables

Import your equity or debt financing details to understand the impact financing will have on your runway.

Step 7: Add Equity or Debt Financing

View your key performance indicators and your reports to easily understand where your business is at any given moment.

Step 8: Explore your Dashboard and Reports

Create multiple scenarios to make better data driven decisions.

Step 9: Scenario Planning

Share your financial plan and collaborate with others inside and outside of your company.

Step 10: Inviting Members

Learn how to view, update, and reset your actuals.

Step 11: Maintain your Actuals

One location for all of your Frequently Asked Questions!

Finmark FAQ

Find answers and get help from Intercom Support and Community Experts

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