Tutorials
Learn it in short pieces
Practical walkthroughs built around real tasks, not features. Each one takes a few minutes and leaves you able to do the thing it describes.
Being straight with you
The written guides below are being produced now, and the list shows what is coming and in what order. Until a guide is published, the fastest route is a live walkthrough — we will record it for you so your team can watch it again.
Getting started
Everyday work
Recording a meeting and sending the minutesFrom pressing record to minutes in inboxes, with the actions assigned.
7 minFiling documents so they can be foundFolders, naming, versions and why you should never email an attachment again.
8 minRaising and approving a paymentBuilding the certificate, routing it, and what the approver sees.
6 minMoney and reporting
Setting a budget and watching itBudget lines, commitments and the early warning when spend outruns delivery.
11 minBuilding a report your board will readChoosing the figures, laying them out, and scheduling it to send itself.
9 minClosing a monthThe checklist, the reconciliations and what to do about the differences.
12 minAdministration
Training for your whole team
Sessions built around your own data and your own roles, in your office or online, with a recording your staff keep. Included in every implementation.