Finmark from BILL

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

Getting Started with Finmark

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.