Navigate the Interface

Written by Ryan Perlman
May 24, 2026

1. About

Finaloop has a menu pane listing the main screens. Of course, you can expand or collapse the pane as needed. Getting to know what’s on each screen will help you get the information you need, fast. We’ll cover each of the menu items in turn.

When you look at the TOC on the right, you'll see there's a lot here. Take it easy! Scan the TOC to see which items are most relevant to you right now. It's an article that you might want to take in bite-sized chunks.

2. Dashboard

The Home screen is your real time dashboard. There’s a ton of information, chunked into different sections.

The Home screen has a series of interactive charts and summary data.

• Sales & Profits Over Time
• Cash Flow Balance - toggle by total or trends
• Sales Channels Summary - with filters
• Net Cash Balance - banks, credit cards, apps

For Sales & Profits Over Time and Cash Flow charts, use the dropdowns at the top of the screen to slice by year and time period.

Here are some sample screenshots - but better still, go check out your own dashboard!

Sales & Profit

Cash Flow

Total Cash Balance

Trends

You can view cash flow by total cash balance or different types of cash flow activity. This is super helpful to understand cash flow seasonality and to better manage the cash flow process.

Sales Channel Summary

The sales channel summary shows all the sales data from your integrated sales channels, synced in real time.

Real-time Bank Data

The chart shows real-time data from your connected banks, credit cards and payment apps.

3. Transactions

The Transactions screen shows real-time details of bank and credit card transactions. The screen has three sections.

Header (#1)

Summary cards for each credit card / bank account.

Middle section (#2)

This section has a

• Search bar to find a specific transaction (enter text or numbers).
• A checkbox to filter transactions that need some manual input from you. You’ll see this when you activate the checkbox.
• A toggle button to group transactions.
• A filter button to filter by date, category, merchant or amount.
• An export button to export data to a .csv file.

Transaction details (#3)

There’s a row for each transaction. Click a row to add notes or an attachment. To learn more about reviewing and categorizing transactions, check out this article.

4. Reports

Use the Reports area to see real-time data. Reports has three screens: Profit and Loss, Balance Sheet, Cash Flow.

Profit and Loss

• Filter by date (time frame / month)
• Toggle to show the P&L by month
• Show / hide decimals
• Display values or show as a percentage of net sales
• Category drilldowns to specific vendors + transaction details
• Export data to .csv or sync to Google Sheets.

Balance Sheet

• Select a report date
• Export data to .csv by month or specific date

Cash Flow

• Filter by date
• Export data to .csv
• Settings: use the toggle buttons to include/exclude undeposited funds; unpaid credit card transactions.

5. Inventory

The Inventory area has four tabs: Overview, Purchases, COGS, Products and Settings.

The screen details vary depending on how you track COGS. For more on different methods to track COGS see the article How to choose your COGS tracking method in FInaloop.

Purchase based COGS

With the purchase based method, there are two tabs: Purchases and Settings.

Purchases

• Totals for: purchases, incidentals, shipping, supplies, packaging, finished products, dropshipping, production costs. ​
• Drill down to see transaction details.

Settings

• General tab: Determine COGS tracking method
• Opening balance: Set the opening balance.

NOTE: For more on purchase based COGS, head over to the article Purchase based COGS: Everything you need to know.

Sales based COGS

With the sales based method, there are five tabs: Overview, Purchases, COGS, Products, and Settings.

Overview

• Totals for: opening balance, purchases, COGS, closing balance.
• Filters by date
• Toggles to show data by month or year total.

Purchases

• Totals for: all inventory purchases and incidentals broken down by category – shipping, supplies, packaging, finished products, dropshipping and production costs.
• Drill down to see transaction details.

COGS

• Totals for: cost of goods sold per sales channel or created automatically per product, dead inventory, product giveaways, or product donations.

Products

• SKUs synced automatically from Shopify or Amazon, source, product attributes, net unit depleted year to date (YTD), average cost per unit.
• Actions to edit bulk costs, merge products from multiple sources, export data, add products manually.

Settings

• General tab: Determine COGS tracking method; Report per-SKU
• Opening balance: Set the opening balance.

NOTE: For more on sales based COGS, head over to the article Sales based COGS: Everything you need to know.

Unit based COGS with InventoryIQ

With the InventoryIQ, there are five tabs: Overview, Purchases, COGS, Products, and Settings.

Overview

• Totals for: opening balance, purchases, COGS, closing balance.
• Filters by date
• Toggles to show data by month or year total.

Purchases

• 3 sub-tabs: Purchase orders, Bills & payments, Vendors
• Purchase orders: Create and manage your POs
• Bills & Payments: All inventory bills and payments and incidentals broken down by category – shipping, supplies, packaging, finished products, dropshipping and production costs.
• Vendors: Manage your vendor rolling balances and bills.

COGS

• Totals for: cost of goods sold, dead inventory, product giveaways, or product donations per sales channel based on FIFO method.

Products

• SKUs synced automatically from Shopify or Amazon, source, product attributes, on-hand units, average cost per unit, and on-hand costs.
• Actions to edit bulk costs, merge products from multiple sources, export data, add products manually.

Settings

• General tab: Determine COGS tracking method
• Warehouses: Manage warehouses
• Opening balance: Set the opening balance for each SKU and each warehouse.

NOTE: For more on InventoryIQ, head over to the article InventoryIQ: Everything you need to know.

6. Vendors

Use the Vendors area to track bills and payments to vendors. There are two screens.

• Bills: The number of unpaid bills to vendors and the amounts owing.
• Vendor Tracking: View all expenses by vendor and category.

7. Customers

Use the Customers area to track customer orders and invoices. There are three screens, Customer balances, invoices, and Orders.

Customer balances

• The page shows every customer created from your invoices or from categorized transactions (note that it doesn't include marketplace or Shopify order customers).

Use it to track who owes you money, monitor collections, and understand your real receivables.

• To learn more, check out this article on: Wholesale, Retail, and Other B2B Sales

Invoices

• Use to create and send B2B invoices.
• Invoice #, customer, invoice date, sent date, due date, total value, payment method, balance due, invoice status.
• Options to export and add invoices.

Orders

• Here you'll have all your orders from Shopify and your marketplaces, including Amazon and TikTok Shop.
• Screen details: Placed date, source, sales channel, order #,, net sales, net order, unpaid balance, order status, payment.
• Shopify:
  • Tabs for: All orders, Unpaid orders, Linked orders & payments, Shopify gift cards, and Settings.
  • You can also void orders, link cash / ACH payments to specific orders, mark as over or under collected, mark as giveaway, and more.

8. Payroll

The Payroll screen is only available for customers using specific payroll providers, such as Gusto. Payroll has four screens: Employees, Contractors, Category mapping, Settings.

Payroll

• Shows data only for employees in your integrated payroll account.
• Date filter option.
• Screen details: Payroll details per employee: name, ‘is office’ toggle, description, gross pay, employee terms, deductions and benefits, net pay, reimbursement.

Employees

• Date filter option.
• Screen details: Contractor details: name, department, payments, reimbursements.

Contractors

• Date filter option.
• Screen details: Contractor details: name, department, payments, reimbursements.

Categories

• By default, all payroll expenses are allocated to a general 'Salaries & wages’ account.
• There’s an option to allocate payroll to different categories by mapping either Gusto departments or personnel to Finaloop categories.

Settings

• Shows the connected payroll app and that last updated date.

9. Loans

Use the Loans screen to add/view loan details: name of lender, loan status, effective date and loan amount.

To add new loan information, click the Report a loan button.

10. More

More has three screens: Owners, General Ledger Export, Shopify Reconciliation Report.

Owners

Add data for one or multiple shareholders: Shareholder name, whether they are a foreign person, and holdings percent.

General Ledger Export

Export by year or YTD.

Shopify Reconciliation Report

Compare Shopify Admin numbers with Finaloop Shopify numbers.

11. My Missions

My Missions lists actions we need from you to help make your books up to date so you always have real time data at your fingertips.

To understand more about the different missions in Finaloop, check out Understanding my missions.

12. Settings / Members / Help / Logout

Settings

Settings has four tabs: Business Information, Integrations, Banks & Credit Cards, Billing.

Settings

View and update: business name, email, contact name, legal entity type, tax entity type, business start date, accounting method, Finaloop books start date.

Integrations

• Lists your integrations: stores, payment gateways, back-office apps, virtual banks.
• Option to add connections or delete specific accounts.

Banks & Credit Cards

• Lists your business bank and credit cards.
• Option to add connections or delete specific accounts.

Billing

Shows a link to your subscription details.

Members

Lists current account members with the option to invite others.

Help

We’re always here!

Logout

One click, and you’re logged out.