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Onboarding workflow

Onboarding workflow: connect entities, map local accounts and dimensions to group, set up financial statements, set up dashboard, analyze and drill down with MCP

Set up your workspace

Connect, map, and validate your financial data.

Consolidate a group

Combine entities, currencies, and intercompany activity.

Build financial statements

Create P&L and Balance Sheet views.

Investigate transactions

Trace a reported value to its source.
More guides: Plan and review budgets · Publish data to Excel · Use Control AI · See what’s new