Product Tutorials

Learn NumoBot Finance in short videos

Quick walkthroughs for invoices, approvals, dashboard checks, AI insights, exports, GST readiness, bank reconciliation and secure role controls.

AI due diligence, CFO summary and anomaly checks
Bank import and auto-reconciliation guidance
GST readiness, audit log and role controls
Command search across records and ledgers
PDF, CSV and Excel export workflows

Create a GST Invoice

Ready

Step 1

Open Invoices

Step 2

Choose customer and items

Step 3

Review GST and total

Step 4

Save invoice

Create a GST Invoice

30 sec
  • Open Invoices
  • Choose customer and items
  • Review GST and total
  • Save invoice

Guided walkthrough

Post Invoice to Ledger

Ready

Step 1

Open invoice detail

Step 2

Click Post to Ledger

Step 3

Confirm status and journal update

Post Invoice to Ledger

20 sec
  • Open invoice detail
  • Click Post to Ledger
  • Confirm status and journal update

Guided walkthrough

Record an Expense Approval

Ready

Step 1

Create expense

Step 2

Open approvals

Step 3

Approve or reject

Step 4

Review dashboard count

Record an Expense Approval

30 sec
  • Create expense
  • Open approvals
  • Approve or reject
  • Review dashboard count

Guided walkthrough

Use AI Finance Assistant

Ready

Step 1

Open AI & Help

Step 2

Review CFO summary

Step 3

Check anomalies and risks

Step 4

Export due diligence report

Use AI Finance Assistant

35 sec
  • Open AI & Help
  • Review CFO summary
  • Check anomalies and risks
  • Export due diligence report

Guided walkthrough

Check Dashboard Numbers

Ready

Step 1

Open dashboard

Step 2

Review receivables/payables

Step 3

Check pending approvals

Step 4

Open reports

Check Dashboard Numbers

25 sec
  • Open dashboard
  • Review receivables/payables
  • Check pending approvals
  • Open reports

Guided walkthrough

Send Invoice by Email

Ready

Step 1

Open invoice

Step 2

Send email

Step 3

Customer receives branded template

Step 4

Open share link

Send Invoice by Email

25 sec
  • Open invoice
  • Send email
  • Customer receives branded template
  • Open share link

Guided walkthrough

Import Bank Statement

Ready

Step 1

Open Banking

Step 2

Upload CSV/TXT statement

Step 3

Review suggested matches

Step 4

Post reconciled entries

Import Bank Statement

40 sec
  • Open Banking
  • Upload CSV/TXT statement
  • Review suggested matches
  • Post reconciled entries

Guided walkthrough

Check GST Filing Readiness

Ready

Step 1

Open GST Readiness

Step 2

Review Ready or Not Ready status

Step 3

Fix GSTIN/HSN/tax issues

Step 4

Export for CA review

Check GST Filing Readiness

35 sec
  • Open GST Readiness
  • Review Ready or Not Ready status
  • Fix GSTIN/HSN/tax issues
  • Export for CA review

Guided walkthrough

Use Command Search

Ready

Step 1

Open search

Step 2

Type invoice/customer/vendor/ledger

Step 3

Jump to the record

Step 4

Continue the workflow

Use Command Search

20 sec
  • Open search
  • Type invoice/customer/vendor/ledger
  • Jump to the record
  • Continue the workflow

Guided walkthrough

Review Audit Log and Roles

Ready

Step 1

Open Reports > Audit

Step 2

Filter user/action/date

Step 3

Export CSV

Step 4

Review Settings > Roles

Review Audit Log and Roles

35 sec
  • Open Reports > Audit
  • Filter user/action/date
  • Export CSV
  • Review Settings > Roles

Guided walkthrough

Download Reports as Excel

Ready

Step 1

Open AI Finance Assistant

Step 2

Run due diligence

Step 3

Choose Excel export

Step 4

Share with owner or CA

Download Reports as Excel

25 sec
  • Open AI Finance Assistant
  • Run due diligence
  • Choose Excel export
  • Share with owner or CA

Guided walkthrough