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      • Quick Guide

      statycs in 5 minutes

      This guide walks you through the core workflow of statycs — from first login to meaningful financial insights.
      It is designed for first-time users who want to understand how statycs works, not every detail.

      TL;DR
      Upload your data → structure your financials → analyze, plan, and monitor performance.

      Step 1: Upload your data

      Every organization starts by uploading financial data.

      • Upload a trial balance in a supported format
      • Define basic company information (fiscal year-end, currency, industry)
      • statycs validates the data before you continue

      Once confirmed, your data becomes the foundation for Financials, Analysis, Planning, and the Dashboard.

      Step 2: Design your financial statements

      Before looking at numbers, you define how your business should be reported.

      • Structure P&L, Balance Sheet, and Cash Flow
      • Work with Totals, Subtotals, Level 1, and Level 2 positions
      • Extend or adjust the predefined structure to match your business logic

      This structure is shared across all companies in your organization and ensures consistency in reporting, analysis, and planning.

      Step 3: Map accounts

      Next, connect your accounting data to your reporting structure.

      • Map trial balance accounts to Level 2 positions
      • Use account groups as an additional structural layer where helpful
      • Review auto-mapping and resolve unmapped accounts

      New or unknown accounts are clearly flagged, so nothing gets missed.

      Step 4: Review your financials

      Once data is mapped, your financials are immediately available.

      • View P&L, Balance Sheet, and Cash Flow side by side
      • Switch between monthly and yearly views
      • Compare actuals to plans or prior periods
      • Drill down from totals to individual accounts

      Financials always reflect the latest confirmed data, the selected plan, and the defined last actuals.

      Step 5: Analyze performance

      Use the Analysis workspace to understand drivers, trends, and ratios.

      • Explore pre-built analysis areas (P&L, revenues, cash flow, working capital, balance sheet)
      • Track KPIs over time
      • Create custom KPIs using formulas

      Analysis is read-only and never changes your underlying data.

      Step 6: Plan and forecast

      Planning turns assumptions into structured monthly forecasts.

      • Plan on Level 2 positions
      • Create planning positions using different planning methods
      • Activate plans to use them across the app

      Plans are used as comparison references and support rolling forecasts without changing historical actuals.

      Step 7: Monitor with the Dashboard

      The Dashboard provides a curated, high-level view.

      • Key KPIs, variances, and liquidity metrics
      • Consistent global toggles for period and comparison
      • Secure sharing via guest access

      Use the Dashboard to stay aligned with stakeholders without exposing detailed reports.

      Step 8: Manage users and settings

      In Settings, Admins manage access and configuration.

      • Invite users and assign roles
      • Manage companies and organizational defaults
      • Control subscription and billing

      Changes in Settings take effect immediately.

      What to explore next

      • Dashboard – for high-level monitoring
      • Financials – for detailed reporting and drill-down
      • Analysis – for insights and KPIs
      • Planning – for budgets, forecasts, and scenarios

      Each section in the docs explains its workspace in detail.

      You’re ready to use statycs.