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.
- Go to the Fina tab in the sidebar and click Activate or Work with Fina.
- Complete the setup wizard.
- 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 will be activated when the wizard finishes. If it is not yet contracted, activation starts a 30-day trial.
What the initial setup includes
The initial wizard guides you through these steps:
1. Connect email
You can connect Gmail or Outlook. If you use another provider, you can use the wizard itself to send the request so haddock can evaluate it as the next integration.
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.
Updated on: 23/04/2026
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