FAQ

You can indeed import General Ledgers instead of FECs into Finthesis. However, we recommend prioritizing the import of FECs whenever possible, as they can be imported without formatting operations.
When importing a General Ledger, to ensure consistent results, the imported files must adhere to the following format requirements:

You can change the account assignment in the summary statements in the "Account Assignment" section of your projects. In this section, you will find the entire structure of your income statement and balance sheet with all the levels and categories used.

You can then create/modify/delete levels and categories. You can also change the account assignment by dragging the relevant account to the new assignment category using the "Drag & Drop" system.

It is indeed possible to add your own indicators using the "+ KPI Line" feature. For more information about this feature, refer to the "Tutorials" section.

Additionally, the indicators added below the tables can enrich the charts in the "Synthesis" tab.

When extracting FEC files from certain accounting software, it is possible that balance sheet entries are recorded with dates prior to the opening date of the fiscal year, which can cause issues during import.

To address this problem, you can use our FEC splitter tool, accessible via the file import page:

You will then need to drag the FEC file you want to rework into the import area. After importing your FEC, you will access the following screen:

The second option ("Keep one fiscal year but adjust the opening date") allows you to modify the dates of entries that are earlier than the opening date of the fiscal year by replacing them with the opening date of the fiscal year (to virtually reconstruct the opening balances). A new FEC will be generated with these modifications, allowing you to proceed with a new import.

This way, no entry will be earlier than the opening date of the fiscal year, and the import issues should be resolved.

You can indeed import FECs that pertain to different fiscal years within the same project. We actually recommend importing as much historical data as possible to enhance the relevance of the analyses.

The import of new data is done from the "Imports`" section:

Additionally, it is possible to import your FECs in any order you prefer. Lastly, importing a new FEC will not reset any changes you have made. These changes will be applied to the newly imported data.

If you regularly import FECs throughout the year but want to freeze the periods that have already been presented (so the figures don't change when importing a newer FEC) and apply the differences to the following months, you can do this via the FEC Editor module.

To do this, follow these steps:

1. Go to the FEC Editor on the import page:

2. Go to "Combine 2 FECs":

3. Import your old FEC (the one whose data you want to freeze) and select the period you want to freeze:

4. Upload the second FEC (the most recent one) and select the period you want to add:

5. Choose the month to which you want to allocate the differences between the two FEC versions:

6. You will then have the option to download a new FEC generated by the platform, which will be a combination of your two FECs and will consider the characteristics you have defined.

You will then be able to import this new FEC into your projects as usual, and the period you wanted to preserve will remain frozen.

You can create different organizations and link them to the same subscription. This allows a user to manage their projects without other users in the main organization having access to them.

To do this, follow these steps:

1. Create a New Organization: Click on the "selector" button in the top left corner of your workspace:

2. Go to the Settings of Your New Organization:

3. Within the new organization, go to "Subscription" and then choose the organization to which you want to link your new organization:

And there you go, your new organization is now linked to your subscription, and only the people invited to this new organization will have access to its projects. Important note: Only the owner of the parent organization (the one from which the subscription was made) can link other organizations to the parent organization.

If you are in the trial period, access your settings from the project space by clicking on the gear icon to the right of your organization's name.

Then, click on the "Subscription" tab and choose the desired plan.

Just like subscribing to a plan, go to your organization's settings:

Then, in the "Subscription" tab, click on the yellow button below "Upgrade to a higher plan" and select the new plan that best suits your needs.

Finthesis is a SaaS web app (Software as a Service), meaning the solution is available everywhere and on all devices through a simple URL. It automatically adapts to each screen without the need for additional development or options.

From your mobile or tablet, you can also download the application to have a shortcut on your home screen, just like an app from the stores.

Please find the procedure below for Android smartphones.

Here is the result:

Below is the procedure for iPhone:

Here is the result on iPhone:

If your client has lost their login email, you can either:

Here are the four possible links to send depending on your situation:

During your 30-day free trial, you have the ability to configure up to 5 projects.

The data and settings of these projects are indeed retained when you subscribe to your plan.

In fact, you will subscribe from your test account settings and thus retain the same project space (= the same organization) with the data integrated and the configurations already made during the trial period.

When you want to contact us for technical support, you should use the icon at the bottom right of your screen:

It is accessible from our website finthesis.io and the following pages: your dashboard, account allocation, import tracking, and project settings. When you load one of these pages, the icon should appear after 3 to 4 seconds.

If you don’t see the icon, first check that nothing is covering the bottom right corner of your screen.

If the icon still does not appear after these checks, ensure that your ad blocker (Adblocker) is disabled. Our chatbot is sometimes perceived as an ad and blocked by Adblockers installed in your browser.

If you are using the Brave browser, make sure you have disabled the shields.

As a last resort, you can try using a different browser.

To change your payment method and update your billing information in Finthesis, go to your organization’s settings, select the "Subscription" tab, and click on "Update Payment Information."

You will then be able to update your payment method and modify your billing information: email, address, and billing address.