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# What Fina is and how to activate it in your restaurant

Fina is haddock's AI administrative and financial assistant for restaurants. Its goal is to take operational work off your plate: it collects documents, suggests reconciliations, detects issues, and shows you in one place what is pending and what it has already resolved.

## What Fina does

When you activate Fina, it can help you in four areas:

- **Email and documents**: automatically collects invoices, delivery notes, and receipts from the connected email account.
- **Reconciliations**: analyzes invoices and delivery notes to suggest reconciliations and, if you choose, automatically reconciles invoices with no discrepancies.
- **Supplier issues**: creates issues when it detects discrepancies or missing documents and, if you enable that option, can send the email to the supplier without asking for prior approval.
- **Bank**: if you connect your bank, it analyzes invoices and bank transactions to suggest bank reconciliations.

Once activated, the main Fina screen will show **indicators**, **pending tasks**, and **notifications** about collected documents, reconciliations, and issues.

## Who can see it

The Fina tab is intended for users with the **owner** or **administrator** role for the restaurant.

In addition, the location must have access to Fina. That is why it can happen that:

- one restaurant sees Fina and another does not;
- within the same group, you need to activate it location by location;
- only owners and administrators can connect email, connect the bank, or change the settings.

## How activation works

Activation is done **per restaurant**.

1. Go to the **Fina** tab in the sidebar and click **Activate** or **Work with Fina**.
2. Complete the setup wizard.
3. When it finishes, Fina saves the location settings and starts working with the options you selected.

Keep two important things in mind:

- If you manage several locations, you must activate Fina **in each one**.
- If your restaurant already has Fina contracted, it is activated when the wizard finishes. If Fina is not yet contracted for that location, contact haddock to enable it before you complete the wizard.

## What the initial setup includes

The initial wizard guides you through these steps:

### 1. Connect email

You can connect **Gmail**, **Outlook (Microsoft)**, or any other provider with **IMAP/SMTP** access. The wizard guides you step by step and tests the connection in real time.

Once activation is complete, the **Collect invoices from emails** option is enabled for that restaurant. For Fina to collect documents, you need at least one connected email account.

### 2. Review the store address

Fina uses the restaurant address to better identify which documents belong to that location and avoid collecting documents from other businesses. If you work with several restaurants in a group, this review is especially important.

### 3. Define how you want to handle reconciliations

You can enable:

- **Analyze and suggest reconciliations**
- **Automatically reconcile invoices with no discrepancies**

### 4. Define how you want to handle issues

You can enable:

- **Generate issues** when Fina detects discrepancies or missing documents
- **Automatically contact the supplier** when documents are missing

### 5. Activate the bank if you want to use bank reconciliation

The wizard also includes a **bank reconciliation** step to enable this help and connect your bank if you want to use it. This part currently appears as **beta** within the activation flow.

## What you will find after activation

When you finish, you will have two areas inside Fina:

- **Home**: to see recent activity, pending tasks, and indicators.
- **Settings**: to adjust email, reconciliations, issues, and banks whenever you need to.