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How Can We Help?

Find instructions for setting up your account, uploading financial data, building forecasts, reviewing results, and more.

Frequently asked questions

How to Library

Create Your Chart of Accounts

Learn how to set up account names, account types, cash-account designations, and the structure used throughout Totadvi.

Build Your First Forecast

Follow the complete process for creating a monthly forecast, adding assumptions, and reviewing forecasted results.

Upload General Ledger Transactions

Prepare your transaction file, verify the required fields, and upload financial data into Totadvi.

Vendor Management Guide

Learn how to review vendor activity, analyze spending by account, identify concentration risk, and track changes across financial periods.

Consolidated Results

Learn how to review financial performance by account, vendor, and cost center, compare monthly results, and drill into supporting transactions.

Revenue Recognition Workbook

Follow the guided process for documenting revenue arrangements, evaluating recognition requirements, and supporting your accounting conclusion.

Fluctuation Analysis

Learn how to set materiality thresholds, identify significant changes, review the underlying transactions, and document variance explanations.

CapEx and Headcount Planning

Learn how to plan future hires and capital investments, model timing assumptions, and understand the impact on expenses, cash flow, and profitability

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