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Get started with Finanly by signing in, then use your active workspace and available navigation to review data that matches your access. Some settings and ledger views depend on your workspace mode, role, and enabled features, and review workflows may require you to confirm changes before they are finalized.

Bank balances can come from a provider snapshot, a cached provider balance, or a ledger-based balance, and those values are not the same thing. This article explains how to read the balance fields, what freshness means, and why a balance may be shown as unavailable, unknown, or zero.

Create a sales or purchase invoice draft and review the saved invoice before posting. If a save is unresolved and its original request remains available in recovery, use Resume existing save rather than creating another invoice. Sending or printing a posted invoice is a separate action after submission.

Use Products to create, edit, search, and remove inventory items in your current workspace. You can also read each item’s stock quantity, stock unit, and estimated stock cost, and tell the difference between a verified zero and a value that is unavailable.

Build an exact report in Report Studio by choosing fields from the schema, setting rows, columns, values, and filters, then running a preview to review the current result. You can also save, load, favorite, or delete reports, and the preview uses Core-calculated totals and unit details rather than browser-side math.

Set up your personal planner by entering your income sources, fixed expenses, and planner baskets, then choosing how unspent basket funds should roll over. The planner uses your current workspace settings and real account balances to estimate available to spend, so you can review planning totals before you save changes.