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Getting Started with Finmark
Getting Started with Finmark
New to Finmark? Check out our guides to getting started!
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
Written by
Annika Walima
Updated over a week ago
Example Model (Template)
In this guide, we walkthrough our template model scenario
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.
Written by
Keith Gruver
Updated over a week ago
Step 2: Import Accounting Data
Connect your financial model to your accounting platform.
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.
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.
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.
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.
Written by
Annika Walima
Updated over a week ago
Step 7: Formulas and Variables
Use formulas and variables to further customize your financial projections
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.
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.
Written by
Annika Walima
Updated over a week ago
Step 10: Scenario Planning
Create multiple scenarios to make better data driven decisions.
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.
Written by
Annika Walima
Updated over a week ago
Step 12: Maintain your Actuals
Learn how to view, update, and reset your actuals.
Written by
Annika Walima
Updated over a week ago
Finmark FAQ
One location for all of your Frequently Asked Questions!
Written by
Avery Miller
Updated over a week ago