Help Guides
Plain-language guides to every part of Actuly, written for the people who use it. Each one walks through a screen the way you would use it, with the gotchas called out.
Getting started
From an empty workspace to your first reports.
Adding companies, connecting accounts or importing files, and mapping the chart of accounts.
Using Actuly
The screens you will use every month.
Reading performance, slicing by dimension, forecasting, building documents, running workflows, tracking indicators and reading the dashboards.
Your data
How your numbers are handled.
What the AI does with your figures, where it runs, and what stays in your control.
Need help?
Something not working the way you expected?
Answers to the questions we hear most, and if you are still stuck, or cannot log in, tell us what happened and we will get back to you.
Contact support
Stuck, or cannot log in? Tell us what you were doing and we will reply by email, usually within one UK business day.