Company Setup and Financial Data Management in totadvi​​​​
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Permissions
Company Set Up
Step 1: Structure Your Business​
The Company Setup process establishes the foundation for managing financial data, user access, and reporting. Each company serves as the central workspace, and you can easily switch between companies at any time using the in-app selector.
Chart of Accounts & Cost Centers
Step 2: Financial Structure Setup​
Once your company is created, the next step is to set up your Chart of Accounts (COA) and Cost Centers through the Admin tab. This financial structure is essential, as it underpins all reporting, forecasting, and cash analysis within totadvi.
Upload Results
Step 3: Data Transformation​
With your Chart of Accounts and Cost Centers configured, you are ready to upload transaction results and transform raw data into actionable insights.
P&L Forecasting
Step 4: Populating Your Forecast​
Totadvi’s P&L forecasting is designed to help you move from historical data to forward-looking insight quickly—without sacrificing control or transparency.
Build or adjust forecasts using multiple flexible methods, depending on how detailed or high-level you want to be: