11 min
Getting Started With Prosaic
00:00
Introduction
00:42
Demo Clients
00:58
Adding Real Clients
01:52
Creating an Entity
02:14
GST Settings
03:04
Chart of Accounts
04:39
Importing Statements
05:32
Reviewing Transactions
05:38
Bulk Reconciliation
07:13
AI & Coding
08:16
Journal Entries
09:26
GST Reports
10:33
Trial Balance & Next Steps
00:00
Introduction
Welcome to Prosaic: AI accounting software overview.
00:42
Demo Clients
Exploring demo clients and entity basics.
00:58
Adding Real Clients
How to add a real client with Prosaic.
01:52
Creating an Entity
Creating entities for client reporting.
02:14
GST Settings
Setting up GST for automated reports.
03:04
Chart of Accounts
Understanding and customizing account codes.
04:39
Importing Statements
Importing bank statements for real client data.
05:32
Reviewing Transactions
Navigating the transactions list.
05:38
Bulk Reconciliation
Bulk reconcile transactions.
07:13
AI & Coding
Understanding Prosaic's AI coding capabilities.
08:16
Journal Entries
Manual journal creation and importing journal lines.
09:26
GST Reports
Generating GST returns and reports.
10:33
Trial Balance & Next Steps
Exporting trial balances and wrap up.
Getting Started With Prosaic