Documentation
Learn the Relaio Finance workflow.
Product guides are organised by workflow and clearly distinguish live, beta and planned capabilities.
Popular guides
Introduction
LiveWhat Relaio Finance is and how the connected workspace is organised
Quick Start
LiveSet up a workspace and begin with the core finance workflow
Create Invoice
LiveCreate a professional invoice and review it before sending
Import Transactions
LiveBring supported transaction files into the workspace
Receipt Matching
LiveMatch supporting documents to the transactions they belong to
Using Assistant
LiveAsk finance questions and use supported workspace actions
Browse by topic
Banking
Invoicing
Time Tracking
Customers
Reports & Insights
Exports & Integrations
Assistant & Automation
Team & Settings
Documentation reflects Relaio Finance availability. Planned pages describe product direction and are not a promise that the capability is enabled in your workspace today.