Analyze company-wide monthly results aggregated by vendor, account, and cost center, with flexible filtering. Quickly identify missing accruals and drill into the activity driving each balance.

This video outlines how to complete a revenue recognition workbook in alignment with ASC 606. The process walks through confirming that a contract exists, defining performance obligations, determining and allocating the transaction price, selecting the timing of recognition, assessing special topics, and saving or publishing the final workbook for policy use.

This process explains how to quickly run a fluctuation analysis, set thresholds, document explanations, and export the completed analysis in Excel format for sharing with auditors.

Use the Vendor tab in Totadvi to add, standardize, and maintain your vendor list, then analyze spend and forecast by vendor across the platform for more accurate reporting and financial insights

This process covers how to download the CSV template, export transactions from your ERP, format them, upload them into the app, and validate that everything has been imported correctly

This short tutorial explains how to upload your Chart of Accounts (COA) and optional cost centers using the provided templates, as well as how to manage accounts and cost centers after they are imported

This video outlines how to use the Forecasting tab to create and adjust financial forecasts by account, scenario, and cost center. It covers selecting forecast periods, applying quick actions such as growth rates, using advanced forecasting features, adding vendors, and configuring drivers for more sophisticated forecasting

This video outlines how to add a new capital expenditure (CapEx) asset and a new headcount role and then verify that both are reflected in the forecasting tab as monthly expenses.