What each Fina setting does

If you go to Fina > Settings, you will see that not all switches do the same thing or work on their own. Some activate the intake of work, others act on reconciliations that have already been analyzed, and others depend on having email or bank connected.

Quick view

• Collect invoices from emails: activates automatic collection of documents from the connected email account.
• Analyze and suggest reconciliations: tells Fina to review invoices and delivery notes and leave suggested reconciliations.
• Automatically reconcile invoices with no discrepancies: accepts reconciliations that are clean on their own.
• Create issues from reconciliations with discrepancies: opens issues when it detects a real problem.
• Automatically contact the supplier: sends the first email for the issue if it has the necessary data to do it on its own.
• Analyze and suggest bank reconciliations: activates Fina's bank help; depending on the case, it can leave a proposal for review or automatically match very clear transactions.

1. Collect invoices from emails

What it does

• Activates the automatic collection of purchase documents from connected email accounts.
• It is the switch that makes Fina start looking for documents in email without relying on manual forwarding.

When to enable it

• If your suppliers send you invoices, delivery notes, or receipts by email.
• If you want document intake to be more automatic.

What you should keep in mind

• If there is no connected and active email account, this setting will not collect anything.
• The email account is shared at group level, but the switch is enabled or disabled per restaurant.
• The location's physical address must be checked carefully so Fina can better identify which restaurant each document belongs to.

2. Analyze and suggest reconciliations

What it does

• Fina analyzes invoices and delivery notes to leave you suggested reconciliations.
• This is the base switch for the reconciliation block.

When to enable it

• If you want Fina to leave you filtered work and only review what matters.

What you should keep in mind

• If this switch is off, the automatic reconciliation and issue settings lose much of their effect, because Fina stops generating new reconciliations to work on.

3. Automatically reconcile invoices with no discrepancies

What it does

• If Fina concludes that a reconciliation is correct and without discrepancies, it accepts it automatically.
• It does not auto-reconcile cases with differences or cases where documents are missing.

When to enable it

• If you want to save time on clear cases and reserve manual review for exceptions.

What you should keep in mind

• For this to have an ongoing effect, you normally also need Analyze and suggest reconciliations enabled.
• This switch does not replace review of doubtful cases; it only speeds up the clean ones.

4. Create issues from reconciliations with discrepancies

What it does

• Fina automatically creates issues when it finds unfavorable discrepancies or missing documents in a reconciliation.
• If the difference is justified or in your favor, it may not open an issue.

When to enable it

• If you want the problems detected during reconciliation to move straight into the supplier follow-up flow.

What you should keep in mind

• This switch works on the reconciliation result, so in practice it depends on Fina also analyzing reconciliations.

5. Automatically contact the supplier

What it does

• When a reconciliation issue already exists, Fina tries to send the first email to the supplier without asking for prior approval.
• If it cannot send it on its own, it leaves a suggestion or draft for you to review.

When to enable it

• If you want to speed up claims for missing documents or discrepancies without having to prepare the first email manually.

What you should keep in mind

• This switch does not create issues by itself; it acts when an issue already exists.
• To send automatically, Fina needs only one connected email account in the group.
• The issue must be linked to a supplier with a valid email address.
• If the supplier has several contacts with email, one of them must be marked as the main purchasing contact.
• If these conditions are not met, Fina does not send the email and leaves a proposal for manual review.

6. Analyze and suggest bank reconciliations

What it does

• Activates Fina's help in bank reconciliation to analyze transactions and invoices.
• The feature currently appears as beta.
• Depending on the case, Fina can leave a proposal pending review and, if the match is highly reliable, it can also automatically link the transaction to the invoice.

When to enable it

• If you already have connected bank accounts and want to speed up the matching between bank and invoices.

What you should keep in mind

• If there are no bank accounts connected or linked to the restaurant, this setting will not have a practical effect.
• You will still see cases for review when the match is not clear enough to automate.

Practical summary

If you want a simple way to start:

• Enable Collect invoices from emails so documents come in.
• Enable Analyze and suggest reconciliations so Fina starts working on invoices and delivery notes.
• Add Automatically reconcile invoices with no discrepancies if you only want to review exceptions.
• Add Create issues from reconciliations with discrepancies and Automatically contact the supplier if you also want to automate supplier follow-up.
• Enable Analyze and suggest bank reconciliations once you are already using connected bank accounts.

Updated on: 23/04/2026