The Fintra user manual
Getting Started
One login, every module: the platform tour and your first 30 days.
Platform Tour: One Login, Every Module
A guided tour of the Fintra AI Finance OS: how the accounting, budgeting, payroll, HR, and compliance modules connect under one login, and who sees what.
9 min read, 1 labReadFirst 30 Days: Setting Up Your Company
A week-by-week Fintra onboarding plan: company profile, chart of accounts, banking, AR/AP, inviting your team, activating payroll, and your first budget.
11 min read, 2 labsReadProject Accounting: Your First Week
Accept your invitation, find your work, and learn the four things Project Accounting does differently: handoffs, waiting-on, decisions, and project-scoped access.
7 min read, 2 labsReadFinance & Accounting
Invoices, bills, banking, reconciliation, the close, and the leads-to-commission flow.
Invoicing & Accounts Receivable: From Invoice to Cash
How to create and send invoices in Fintra, record payments and credit notes, read AR aging, and run a collections rhythm that keeps cash coming in.
10 min read, 1 labReadBills & Accounts Payable: Control What Goes Out
The Fintra accounts payable flow: entering vendor bills, vendor credits, scheduling payments including blockchain bill pay, and reading AP aging.
9 min read, 1 labReadBank Reconciliation: Tie the Books to the Bank
How bank reconciliation works in Fintra: connect feeds, open a reconciliation session, match and clear items, resolve differences, and complete the session.
9 min read, 1 labReadMonth-End Close: A Complete Walkthrough
Closing the month in Fintra step by step: reconciliations, accruals, the close workflow with status tracking, flux narrative review, and locking the period.
11 min read, 1 labReadLeads to Commission: Pipeline, Wins, and Payout
The Fintra sales commission add-on end to end: capture leads, run the pipeline kanban, win deals, compute and approve commissions, and post them to the ledger.
10 min read, 1 labReadManufacturing & Inventory Accounting: BOMs to COGS
Set up items and BOMs, run work orders through issue, then labor, then overhead, then complete, choose a costing method, read variances, and manage E&O reserves: all on perpetual inventory.
9 min read, 1 labReadProcurement: PO, then Receive, then 3-Way Match, then Pay
Raise and approve purchase orders, receive goods with GR-IR accrual, run the 3-way match that clears GR-IR and books price variance, and track supplier scorecards.
8 min read, 1 labReadExpenses (T&E): Snap, then Submit, then Reimburse
Capture a receipt with AI coding, review against policy, submit an expense report, and run reimbursements that post a balanced journal entry: all native to your ledger.
6 min read, 1 labReadCorporate Cards: Issue, Control, Guard at the Swipe
Issue cards, set spend controls, guard every swipe with the unified Fintra Trust decision, and post interchange to the GL. Scaffolding today: mock issuer, no real money.
6 min read, 1 labReadBudgeting & Planning
Auto-built budgets, BvA reviews, reforecasts, scenarios, cost centers, and pivots.
Build Your First Budget with Auto-Budget Methods
Create your first budget in Fintra using auto-budget methods (prior year, seasonality, driver-based, and percent of revenue) plus multi-year planning basics.
10 min read, 1 labReadBudget vs. Actuals: The Monthly Variance Review
Run the monthly BvA review in Fintra: the command center, the compare engine across month, quarter, and year, variance commentary, and the exec KPI page.
9 min read, 1 labReadReforecasting & Scenarios: Keep the Plan Alive
How to run a rolling reforecast in Fintra and model scenarios with snapshots and the approval workflow, so the plan tracks reality without losing the original.
9 min read, 1 labReadCost Centers & Pivot Reports: Slice the Plan
Structure budgets by cost centers that roll up to departments, build pivot reports across accounts, periods, and centers, and export to Excel or CSV.
8 min read, 1 labReadPayroll
Verified tax engine, pay-run lifecycle, remittances, and the auto-payroll agent.
Payroll Setup & Your First Pay Run
Set up Fintra Payroll from license activation to a processed first pay run: employees, the SSN gate, pay schedules, and the draft, then approve, then deposit lifecycle.
11 min read, 1 labReadThe Employee Lifecycle & Portal in Payroll
Managing people in Fintra Payroll: portal invites, self-service paystubs and W-4s, deductions and garnishments, PTO, contractors and 1099s, and clean offboarding.
10 min read, 1 labReadPayroll Taxes & Remittances, Explained
How the Fintra payroll tax engine computes federal withholding, FICA, FUTA and SUTA, why it fails closed on unverified rates, and how remittances get paid.
11 min read, 1 labReadApprovals, RBAC & the Auto-Payroll Agent
Fintra payroll governance: the five RBAC roles, segregation of duties, the auto-payroll agent that drafts runs, and the anomaly gate that keeps it honest.
10 min read, 1 labReadHR & People
Onboarding, timesheets, the employee portal, and the payroll sync bridge.
From Onboarding to Payroll: The People Data Flow
How Fintra HR moves a new hire from onboarding through timesheets to payroll: the employer and employee apps, onboarding flow states, and the payroll sync bridge.
9 min read, 1 labReadAI Hiring & Interviews: Screening to Offer
The Fintra AI hiring flow: create a role, AI candidate screening and scoring, AI voice interviews, transcript and insight review, and converting a hire to onboarding.
10 min read, 1 labReadPerformance Reviews & the Ombudsman Channel
Running performance review cycles in Fintra (self, manager, calibration, decision) and the Ombudsman: a confidential, anti-retaliation channel for employee concerns.
9 min read, 1 labReadCompliance & Trust
SOC 2 readiness with Fintra Trust and AI governance with AgentFence.
SOC 2 Readiness with Fintra Trust
Using Fintra Trust for SOC 2 readiness: map controls, collect evidence continuously, manage risks, and stay audit-ready across SOC 2, ISO 27001, and GDPR.
10 min read, 1 labReadAI Governance with AgentFence
Governing AI in your business with AgentFence: inventory AI exposure, enforce policy at the MCP firewall, prove behavior with the trust ledger, and MSP oversight.
10 min read, 1 labReadAction Governance
How Fintra decides (per action, in real time) whether a payment, data access, or agent tool-call should proceed, and records the verdict to a ledger.
9 min read, 1 labReadVerified Autonomous Finance
How a sealed mission bounds what an AI agent may pay, and how every payment is reconciled back to the approved intent: held or flagged if it drifts.
10 min read, 1 labReadThe Decision Ledger
How every consequential decision, finance or security, is written to one tamper-evident, tenant-scoped ledger in one canonical shape.
8 min read, 1 labReadGoverned-Action Evidence
How a governed finance, HR, or agent verdict becomes compliance evidence automatically: mapped to controls and hash-chained for tamper-evidence.
8 min read, 1 labRead