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Learn more about your P&L Summary, Cash Flow Summary, Balance Sheet, and Vendor Spend Report

Profit & Loss Summary, Cash Flow Summary Balance Sheet, and Vendor Spend Report

View the amount you are spending each month across each vendor.

How to View your Vendor Report: Available with Accounting Integrations

In the article, we guide through how the P&L report is generated and how to setup expenses so they properly report in the reports section

Understanding the Profit & Loss Report (Income Statement)

Learn how to compare your reports with scenario comparison

Scenario Comparison for Reports

In this guide, we will share an overview of Balance Sheet and Cash flow statement and how to setup in Finmark

Balance Sheet and Cash Flow Statement

Learn how to create and customize the Financial Summary Report, utilizing financial data from your Finmark account.

How do I create and export the Financial Summary Report?

Reports in 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.

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

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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.

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