Documentation for the new Actuals application. Start with onboarding, connect your data, then work through the app workflow.
Welcome to Actuals. Finance teams use Actuals to normalize, reconcile, and explain transaction data before it reaches the ERP.
Something missing? Email support@actuals.io. Open the app: next.actuals.io.
Start here
- Getting started — sign in, new navigation, methodology, guides
Data integration — how to connect systems and vendors
Using the platform — Import → Transformation → Reconciliation → Reporting → Export
Also useful
Security & Privacy — controls, IAM, Okta SSO
Changelog — new-app notes and old-app archive
Support Center — how to get help
Sections
Getting startedData integrationUsing the platformSecurity & PrivacyChangelog