Guides
Every step, shown on screen.
Short videos for setting Finio up and using it. Each one starts with where to click to get there.
11 videos
Finance
Setting Finio up for the group, and the jobs finance does in it.
Set up your company
Find your company on Companies House and get it ready.
How Finio learns your business
How Finio learns from your past bills, and how fast.
Create departments
Add the departments your teams work in.
Invite users
Give finance and site managers their access.
Give departments their GL codes
Choose which accounts each department can use.
Allocate intercompany codes
Mark the accounts you use between your own companies.
Review what Finio learned
See the rules Finio learned, and change any of them.
Check your supplier mapping
Check how Finio recognises each supplier.
Approvals, spend rules and alerts
For the Finance Director: who approves, and what gets held.
Add another company
Add a second company to your account.
Check a supplier statement
See what matched, and chase the bills that are missing.
5 videos
Operations
For general managers, department heads and the site team.
Accept your invite
Set your password and sign in for the first time.
Invite your team
Invite the people at your site.
Add sub-categories
Split your spend into your own sub-categories.
Add products
Add what you buy from each supplier, at the agreed price.
Place an order
Record an order, so the bill is checked against it.