Help Videos
Every Fiskl help video in one place. Each one is short and covers one idea. Start with the series if you are new to accounting; the shorter sets below each link to the help guide with the full steps. Series are best watched in order.
Series
Accounting basics for business ownersAn introduction to accounting, and to Fiskl, for business owners. Short episodes, best watched in order.38 episodes · 1 hr 39 minWatch the series →
Bank connections
Part 1 of 6
How a bank connection works · 1:14
How Fiskl, your bank and the connection provider fit together, and why your transactions live in the ledger account rather than the connection.
Read the full guide →Part 2 of 6
Reconnecting your bank without a copy · 1:23
When a bank reconnect has to start from scratch, choose your existing ledger account so you never end up with two.
Read the full guide →Part 3 of 6
Fixing a duplicate bank account · 1:13
When a reconnect has left you with two accounts, bring them back into one with Change linked account, without disconnecting.
Read the full guide →Part 4 of 6
Importing a bank statement · 1:32
Import a bank statement into a ledger account, let Fi map the columns, and use the transaction ID so nothing is imported twice.
Read the full guide →Part 5 of 6
Moving money between your own accounts · 1:18
Record money moved between your own accounts as an internal transfer, by matching both sides or creating the missing one.
Read the full guide →Part 6 of 6
Reconciled vs locked · 1:25
Reconciled means Fiskl and your bank agree; locked means nothing in the period can change. When to use each, and in which order.
Read the full guide →Bank reconciliation
Part 1 of 2
What bank reconciliation is · 1:23
What bank reconciliation checks, why a bank feed can drift from your statement, and how the opening and closing balances settle it.
Read the full guide →Part 2 of 2
How to do bank reconciliation in Fiskl · 1:27
Reconcile one month in Fiskl: enter the closing balance, upload the statement, clear Needs Attention and select Reconcile.
Read the full guide →Expenses
How expenses work in Fiskl · 2:44
Every expense is an Accounts Payable transaction, except the one you categorise straight from the bank. Scan it or add it, match the bank payment, bill the client, then read the two Expenses reports.
Read the full guide →Atlas for accounting firms
Why Atlas is built the way it is · 3:40
All of that — the permissions, the billing, the connections — is there so one click opens any client’s books with the right access, and everything is logged.
Read the full guide →More videos
Connect Claude to your Fiskl account · 4:08
Authorise an AI assistant to read and update your Fiskl data.
Read the full guide →Add a custom domain to Fiskl · 2:08
Add a custom domain to Fiskl
Read the full guide →Learn about the Audit Log · 1:47
How to use the Audit Log in Fiskl
Read the full guide →Category, match or transfer? · 1:57
Every bank line is one of three things: categorise it if nothing records it yet, match it to the invoice or bill you already entered, or make it an internal transfer. Includes part payments, fees and payouts covering several invoices.
Read the full guide →