Background Paths
Background Paths
Financbase Logo
Back to Help
Getting Started

Quick Start Guide

Get Started with Financbase in 5 Easy Steps

Welcome to Financbase! This guide will help you get up and running with your financial dashboard in just 25 minutes.

Total time: ~25 minutes
Beginner friendly

Step-by-Step Guide

1

Create Your Account

2 minutes

Sign up for a Financbase account with your email address

Learn More
2

Complete Onboarding

5 minutes

Set up your organization details and preferences

Learn More
3

Import Your Data

10 minutes

Upload your financial data or connect your bank accounts

Learn More
4

Explore Dashboard

5 minutes

Get familiar with your financial dashboard and insights

Learn More
5

Configure Settings

3 minutes

Customize your preferences and notification settings

Learn More

What You Can Do

Real-time Analytics

Monitor your financial health with live data and insights

Multi-user Support

Collaborate with team members and manage permissions

Bank Integration

Connect with 10,000+ financial institutions worldwide

Export & Reporting

Generate custom reports and export data in multiple formats

Ready to Get Started?

Complete these steps and you'll be ready to explore your financial data like never before.

Create AccountBack to Help Center