Playbooks, Guides and Training Material

Most Popular Articles

• Getting Started Guide
• Finance Playbook
• Understanding Profit and Loss (PnL) Statements
• How to Reconcile Your Bank Account
• Scope of Service: Non-Plaid bank accounts and credit card accounts
• Vendor and Vendor Rules Management
• How to calculate COGS %
• How to Match a Bank Deposit to an Invoice
• How to Customize your Chart of Account
• Scope of Service: Account Reconciliations