In this guide, we’ll walk you through how to use Adam, the AI-powered accountant and bookkeeper, to streamline and simplify your business finances.
In this video tutorial, you'll learn the essential features of Adam and how it can save you time and effort.
Watch the video below or follow the steps outlined here to get started:
Watch the Tutorial
What You'll Learn in This Tutorial:
1. Upload Bank Transactions
Seamlessly import your bank transactions into Adam for easy tracking. Forget manual entry—Adam automatically pulls in your transactions, giving you more time to focus on your business.
2. Automate Categorization
Watch as Adam automatically categorizes your expenses and income. This AI-powered feature helps save you time and effort, ensuring your finances are always organized and up to date.
3. Prepare Financial Statements
Learn how to quickly generate comprehensive financial statements, including Profit & Loss, Balance Sheet, and Cash Flow reports. With just a few clicks, you'll have a clear picture of your business's financial health.
4. Create Custom Dashboards
Set up personalized financial dashboards to monitor your key metrics in real time. With these customizable dashboards, you can easily track your business’s financial performance and make smarter decisions.
Why Use Adam?
Save Time and Effort with Automation: Adam automates routine tasks like transaction categorization, reducing manual effort and allowing you to focus on growing your business.
Easily Manage Your Accounting: Adam gives you all the tools you need for accurate and efficient bookkeeping without requiring a full-time accountant.
Gain Real-Time Insights: With customizable dashboards, you can monitor your business's financial health anytime, anywhere, and make more informed decisions.
This tutorial is designed specifically for startup founders and service-based businesses that are looking to simplify their accounting processes and make smarter financial decisions using AI technology.
For any questions or further assistance, please don’t hesitate to reach out to our support team!