• How to read Fina's main screen

  Fina's Home tab brings together the most useful information to understand, at a glance, what Fina is doing, what you still need to review, and where you need to go to take action. On this screen, you will see 3 main blocks: Key performance indicators Pending tasks Recent activity In addition, a notice related to email may appear at the top. 1. First check the notices at the top Before interpreting the numbers, see whether a yellow alert appears: ConfigureFew readers

• How to use Fina for supplier issues

  Fina helps you detect purchase issues during reconciliation and prepare contact with the supplier when you need to claim something or request documentation. Before you start To make the most of this flow, check three things: In Fina Settings Issues, enable automatic issue creation. If you want Fina to be able to send emails, connect an account in Fina Settings Email. On the supplier, make sure there is at least one contact with an email address. If there are several,Few readers

• Fina frequently asked questions

  If Fina is not doing what you expect, check the quick items below. I do not see Fina, why? The Fina tab only appears to users with the owner or administrator role for the location. If you manage several locations, also make sure you are in the correct restaurant: Fina is activated per location, not once for the whole group. If you see the Fina tab in that location with the Activate button, you only need to finish the activation. Fina is not collecting documenFew readers

• What Fina notifications mean and what to do in each case

  Fina notifications appear in Fina Recent activity. From there you can see what Fina has done, open the details of each case, and act only when needed. Important: not every restaurant will see the same notifications. Some depend on options such as Collect invoices from emails, Analyze and suggest reconciliations, or Automatically reconcile invoices with no discrepancies being enabled within Fina Settings. Documents collected What it means: Fina has found oneFew readers

• How to connect your bank to use Fina for bank reconciliation

  To let Fina suggest bank reconciliations, you need two things: enable Analyze and suggest bank reconciliations connect at least one account in Banks Before you start Only the restaurant owner or an administrator can connect a bank account. The connection is read-only. haddock checks your last 90 days of transactions, balances, and account data to work on bank reconciliation. The initial sync can take between 5 and 10 minutes. Step 1. Enable the Fina opFew readers

• How to connect email to Fina and why you should check the store address

  📍 What you need before getting started 📍 What email options you can connect 📍 What happens if the account appears inactive 📍 Why you should check the store address Fina can automatically look for and collect invoices and other purchase documents from your email. To make this work properly, there are two key paFew readers

• 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 suggestedFew readers

• 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: analyzFew readers