Lesson 01
What Finance is for
Finance is the operating layer for money work: invoices, bills, banking, expenses, approvals, reconciliation, and reports. Start here when the business needs one place to see cash, receivables, payables, and performance.
Lesson 02
First workflow to learn
Create a customer invoice, record payment, match the bank activity, then review the dashboard. That path teaches the basic flow from transaction to report.
Lesson 03
How it connects
Payroll, Media, Production, and Accountant can connect back to Finance when journals, billing, cost reporting, or owner visibility need to land beside the books.