On the Fincent platform, go to Settings, and under Bank and Cards, click on Add Account. Note: Fincent does not store your bank account and credit card inf...

To check your bank and credit card balances, you need to first connect your accounts in Fincent. Learn how here Once your account(s) are connected, go to H...

Headsup is your financial dashboard to review earnings, business expenses and profits at a glance. It’s the first thing you see when you login to Fincent...

To review transactions highlighted by your bookkeeper: In Fincent, go to Headsup > For Review Click on Respond Now to go to the first transaction Rev...

You can view both Recent Transactions and Upcoming Transactions in Headsup as soon as you login to Fincent. Can’t find what you need? Click All in th...

Look for Your Business in your Headsup screen to track your earnings, expenses and profits for the year. Earned so far includes money received in your ban...

In your Headsup screen, look below the Your Business charts to track receivables and payables. Know what You need to collect and You need to pay at a glance...