Acuite

David Speight

Hayley Bullman

New to Acuite?  A user crash course to get you started.

Getting Started with Acuite

What is Acuite?

Logging in to Acuite either with a password or via Single Sign On (SSO)

How to login to Acuite

What is a Project, Divisional and/or Company dashboard?

How to filter your dashboard for viewing historical data (Point-in-Time)

How to export dashboards to PDF

How to add & edit line item comments

Dashboard and widget comments and actions

How to add & edit comments and/or actions

How to manage actions assigned to me

Guidance on how to Lock, Approve & Finalise Dashboards

Dashboard Approval Workflow

How to contact Acuite HelpDesk

For New Acuite Users

Syncing Project Financials Manually

Reporting

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.