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Getting Started

Want to get started with Factview quickly? This section guides you through the essential steps to set up a dossier and analyze your financial data.

New users are encouraged to begin with the Factview Demo Case. This demo environment allows you to explore the application's features without importing your own financial data.

If you are working with your own financial administration, first follow the steps in Getting Started with Factview to create a new dossier and configure the required settings.

After that, follow the Getting Started Guide, which explains how to:

  • Create a new dossier

  • Import data into Factview

  • Map general ledger accounts to the report structure

  • Create budgets and forecasts

  • Perform consolidations

By following these steps, you will be able to work independently with Factview and make use of its core functionality.

Questions or Support​

Need assistance or have a question?

You can easily submit a support request using the contact form. A member of the Factview team will then get in touch to assist you.

To the suppport page