Bookkeeping Guides

BeanFlow bookkeeping tutorials and product guides: setup, account naming, document processing, AI assistant, invoicing, reports, and daily workflows.

Getting Started

Quick Start Guide

Set up BeanFlow and import your first documents.

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Account Standards

Structure and name accounts the Canadian way.

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FAQ

Answers to common bookkeeping questions.

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Documents

Overview

How document processing works end to end.

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Managing Folders

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Uploading Files

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CSV Processing Rules

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Receipt Prompts

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Batch Processing

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AI Assistant

Overview

Ask questions about your books in plain language.

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Getting Started

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Query Guide

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Tools Reference

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More Features

Invoice Management

Create, send, and track invoices.

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Financial Reports

Read your balance sheet and income statement.

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Complete User Guide

The full BeanFlow bookkeeping manual.

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Ready to put it into practice?

Open BeanFlow and let the AI assistant do the bookkeeping with you.

Open BeanFlow