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Create bank feed rules for auto-match
Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.
Import bank activity and review bank feeds
Connect or review the bank feed, inspect one account at a time, and fix bad ledger entries before reconciliation starts.
Search unmatched bank feed items and create transactions
Use the account-level bank feed detail to search unmatched items, match what exists, and create a ledger transaction only when one is still missing.
Review and update wholesale email automations
Use wholesale automations to control follow-up timing, linked surveys, and email copy without losing track of which trigger runs each message.
Capture product feedback and close the loop
Send route-aware feedback right when the issue happens, then use the full hub to search, upvote, comment, and review trends.
Use analytics feeds for external reporting
Use analytics feeds when another reporting tool needs a clean export path instead of manual spreadsheet work.
Set up accounting document automation
Use automation to reduce manual bookkeeping on repeat documents, but start with a careful review instead of assuming every parse is ready to post.
Create automation rules for repeat document posting
Use automation rules when the same document pattern keeps showing up and the posting logic should not be rebuilt by hand every time.
Review imported automation documents and fix exceptions
Open the imported document detail when automation did not land cleanly and fix the real exception instead of ignoring it.
Reconcile statements and resolve exceptions
Upload the statement first, review the matching results, work the exception queue, and close the session only after the checks pass.
Create and manage wholesale customer surveys
Use wholesale surveys to collect follow-up feedback, manage the question set, and send notices to the right people when responses arrive.
Create customer records and keep the customer list clean
Use the customer list and new-customer flow to keep records easy to find before orders, notes, and automations depend on them.
Use the universal AI assistant safely
Ask clear read questions in plain language, review drafted write actions carefully, and know when a human check is still required.
Set up chart of accounts, tax components, and sales channels
Build the accounting base first so sales, payouts, tax, and receivables can post to the right places.
Review Google insights and customer reviews
Use Google insights and reviews together so location attention goes to the issues and opportunities that matter most.
Connect Google Business profile locations
Use the Google Business area to connect locations cleanly before hours, insights, and reviews depend on the link.
Map Square sales and payouts to the right accounts
Use Square mapping to send sales, fees, and payouts into the right accounts so reconciliation and reporting stay clean.
Reuse the order guide for repeat purchasing
Use the saved guide during real ordering so repeat buys stay faster and more consistent across team members.
Connect Square to accounting
Use the Square integration page to connect the service cleanly before you move into mapping, imports, and reconciliation work.
Import Square history safely before go-live
Use the import step carefully so history comes in with clean mapping and without creating a giant cleanup project right before launch.