Documentation
Effitrio documentation
Guides for getting started, core concepts, AI workflows, finance, organization, analytics, and help.
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Sections 4–8 are the detailed feature guides.
01 Getting StartedWhat Effitrio is and your first week in the product.02 Core ConceptsWorkspaces, entities, and the AI approval model.03 AI WorkflowsHow goals trigger, surface in Action Center, and stay safe.04 InvoicesCreate, send, track status, and choose templates.05 ExpensesReceipts, categories, and AI scan.06 ProjectsProjects linked to invoices and work.07 ClientsClient records and management.08 Analytics & ReportsDashboard metrics, alerts, and pinned insights.
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Popular guides
- Set up overdue invoice remindersDraft, review, approve, and send payment reminders with AI.
- Create your first invoiceStatuses, templates, and sending from Effitrio.
- Scan receipts with AICapture receipt data and categorize expenses faster.
- Understand AI proposals vs approvalsWhy Effitrio proposes first — and when you stay in control.
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Frequently asked questions
Short answers to common questions about billing, AI, and setup.
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