BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.

Training Center

Short video walkthroughs and step-by-step guides for every part of Bilan AI.

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How to Use Device Guides Resources Contact Support About Bilan AI
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Get Started — Set up your company, chart of accounts, defaults and users.
Setup Guide ✓ The 16-step guided path from empty account to your first financial statement. Basic ~2 min
Create a Company ✓ Spin up a company; we auto-seed a GAAP chart of accounts and default accounts. Basic ~2 min
Company Settings ✓ Profile, localization, branding, tax and AI/email integrations in one place. Basic ~2 min
Chart of Accounts ✓ Your account structure, sorted in financial-statement order (Cash first). Basic ~2 min
Default Accounts ✓ Pick which existing account the system posts to for each role (AR, AP, cash…). Basic ~2 min
Users & Roles ✓ Invite teammates and control what each can see and do (RBAC). Pro ~2 min
Money In (Sales & Revenue) — Customers, quotes, invoices and getting paid.
Customers ✓ Create and manage the customers you invoice. Basic ~2 min
CRM Pipeline ✓ Track leads and deals through stages to forecast revenue. Pro ~2 min
New Lead ✓ Capture a prospect and start the sales workflow. Basic ~2 min
Price Levels ✓ Set tiered or customer-specific pricing. Pro ~2 min
Quotes & Estimates ✓ Send a quote and convert it to a sales order or invoice in one click. Basic ~2 min
Sales Orders ✓ Confirm an order before fulfilment and invoicing. Basic ~2 min
Invoices ✓ Bill a customer; the sale posts to your ledger automatically. Basic ~2 min
Receive Payment ✓ Apply a customer payment against open invoices. Basic ~2 min
Recurring Invoices ✓ Automate repeating bills for subscriptions/retainers. Pro ~2 min
Payment Reminders ✓ Nudge customers automatically as invoices age. Pro ~2 min
Money Out (Purchasing) — Vendors, purchase orders, bills, expenses and approvals.
Vendors ✓ Manage the suppliers you buy from and pay. Basic ~2 min
Purchase Orders ✓ Order from a vendor and track receipts against the PO. Basic ~2 min
Bills (A/P) ✓ Record a vendor bill; the expense/asset and payable post automatically. Basic ~2 min
Pay Bills ✓ Settle open bills and reduce your payables. Basic ~2 min
Expense Reports ✓ Collect employee expenses for review and reimbursement. Basic ~2 min
Submit an Expense ✓ Snap a receipt and submit a claim in seconds. Basic ~2 min
Approvals ✓ Review and approve items routed to you. Pro ~2 min
Workflow Rules ✓ Automate routing and approvals by amount, type or owner. Pro ~2 min
Stock & Assets — Inventory, warehouses, fixed assets and depreciation.
Item Master ✓ Define the products/services you buy and sell. Basic ~2 min
Stock Levels ✓ See on-hand quantities and valuation by location. Basic ~2 min
Stock Adjustments ✓ Correct quantities for counts, damage or shrinkage. Basic ~2 min
Stock Transfers ✓ Move stock between warehouses. Basic ~2 min
Warehouses ✓ Manage stock locations. Basic ~2 min
Serial / Lots ✓ Track items by serial number or lot for traceability. Pro ~2 min
Fixed Assets ✓ Register capital assets and let depreciation post automatically. Basic ~2 min
Acquire an Asset ✓ Guided capture of a new asset and its capitalization entry. Basic ~2 min
Depreciation ✓ Run systematic depreciation across active assets. Basic ~2 min
Projects & Time — Projects, budgets and the sales pipeline.
Projects ✓ Track project budgets, costs and profitability. Pro ~2 min
New Project ✓ Set up a project to capture time and costs. Basic ~2 min
Budgets ✓ Build budgets and compare against actuals. Basic ~2 min
Sales Pipeline ✓ Forecast revenue from open opportunities. Pro ~2 min
Banking & Accounting — Bank accounts, journal entries, GL and cash forecasting.
Bank Accounts ✓ Connect/define bank accounts and reconcile them. Basic ~2 min
Journal Entry ✓ Post a manual, balanced double-entry journal. Basic ~2 min
Journal Log ✓ Browse and audit every posted journal. Basic ~2 min
KPI Dashboard ✓ See cash, revenue, AR/AP and margins at a glance. Basic ~2 min
Cash Flow Forecast ✓ Project upcoming cash from open AR/AP and recurring items. Pro ~2 min
GAAP Automation — Period close, accruals, prepaids, leases, deferred tax, FX.
Period-End Close ✓ The unified close cockpit: depreciation, accruals and book lock. Basic ~2 min
Accruals ✓ Recognize expenses/revenue before cash moves. Basic ~2 min
Prepaid Expenses ✓ Spread a prepaid cost across the periods it benefits. Basic ~2 min
Lease Accounting ✓ Record right-of-use assets and lease liabilities. Pro ~2 min
Warranty Reserve ✓ Estimate and book a warranty provision. Pro ~2 min
Deferred Tax ✓ Track temporary differences and deferred tax balances. Pro ~2 min
FX Rates ✓ Maintain rates and revalue foreign balances. Pro ~2 min
Reports & Analytics — P&L, Balance Sheet, aging, cash flow and KPIs.
Profit & Loss ✓ Your income statement for any period. Basic ~2 min
Cash Flow Statement ✓ Operating, investing and financing cash flows. Basic ~2 min
A/R Aging ✓ See who owes you and how overdue. Basic ~2 min
A/P Aging ✓ See what you owe and when it's due. Basic ~2 min
All Reports ✓ The full report library (43+ statements). Basic ~2 min
Documents ✓ Find attachments and generated documents. Basic ~2 min
Subscription / MRR ✓ Track recurring revenue and churn. Pro ~2 min
Manufacturing & POS — BOMs, work orders and point of sale.
Manufacturing Dashboard ✓ Overview of BOMs, work orders and production. Pro ~2 min
Bills of Materials ✓ Define what goes into a finished good. Pro ~2 min
New BOM ✓ Create a new bill of materials. Pro ~2 min
Work Orders ✓ Schedule and track production runs. Pro ~2 min
New Work Order ✓ Kick off a production run from a BOM. Pro ~2 min
Point of Sale ✓ Ring up sales at the counter. Basic ~2 min
POS Terminal ✓ Run the touch-friendly register. Basic ~2 min
HR, Payroll & E-Commerce — Employees, payroll runs and online store.
HR Dashboard ✓ Headcount, leave and payroll status at a glance. Basic ~2 min
Employees ✓ Maintain employee records. Basic ~2 min
Add Employee ✓ Onboard a new hire. Basic ~2 min
Payroll Runs ✓ Review historical and scheduled payroll. Pro ~2 min
Run Payroll ✓ Process a pay period; net pay and liabilities post to the GL. Pro ~2 min
Departments ✓ Organize employees and cost centers. Basic ~2 min
E-Commerce ✓ Connect your online store to the ledger. Pro ~2 min
E-Com Settings ✓ Configure store sync, taxes and mappings. Pro ~2 min
Online Orders ✓ Review and fulfil store orders. Basic ~2 min