Help & training
Learn the workflow. Keep the books moving.
Practical guides for documents, reconciliation, close, reporting, secure sharing, and working with an authorized agent.
Updated 2026-08-18
Content version 2026.08.2
Content version 2026.08.2
Training guides
Getting Started
Getting started with Expansas Financial
Move from source documents to reviewed financial statements using the standard workflow.
Documents
Upload statements and source documents
Add source files through the unified Documents workflow and confirm that each file was processed.
Reconciliation
Reconcile statements to the books
Confirm that statement activity, imported transactions, and ledger balances agree before close.
Close
Answer checkpoint questions
Use checkpoint questions to resolve facts the system cannot safely infer from financial data alone.
Reconciliation
Correct a statement assigned to the wrong entity
Preview and approve removal, reassignment, confirmation, or a mid-statement ownership split while retaining the source document.
Close
Close the books
Run readiness checks, resolve blockers, obtain the required approvals, and lock the completed period.
Reports
Generate and review financial reports
Create P&L, balance sheet, cash-flow, and trial-balance reports for the intended period and basis.
Sharing
Share reports securely
Prepare an immutable closed-book package, approve the exact recipients in the companion UX, and send expiring access links.
Collaboration
Work with your CPA or outside accountant
Invite the right reviewer, preserve source evidence, and share only the reports and workpapers they need.
Mcp
Use Expansas through an MCP agent
Authenticate an MCP client, select the organization, follow tool guidance, and use companion links for user decisions.
Banking
Set up automatic bank sync
Use One People Nexus for ongoing bank-site automation, or upload statements directly when a manual path is faster.
Security
Troubleshoot sign-in and session expiration
Recover safely when the web app, Nexus, a bank site, or an MCP client reports an expired session.
Frequently asked questions
Concise answers that match the guidance available to connected agents.
Looking for another capability?
Explore optional workflow capabilities when you choose. Availability and current commercial terms are always verified in product.