Customer resources
Find the next clear move.
Short, practical guidance for the moments that matter: getting a clean statement into Ratio, reviewing the ledger, bringing in a teammate, and maintaining financial coverage.
Get started
Set up a Space, import a first statement, and invite the right people.
Explore get startedHelp centre
Resolve a task in the product, from imports and ledger review to access.
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Get value from Ratio in 10 minutes
Create one Space, import one statement, and use the source-backed views that make the next action obvious.
Get started · 10 minRead guide
Create a financial Space that stays clear
Create clear boundaries for household and business finances before statements and collaborators arrive.
Get started · 4 minRead guide
Import your first statement with confidence
Bring in one supported statement with a deliberate preview, validation, and confirmation step.
Get started · 5 minRead guide
Invite a teammate with the right context
Invite the right collaborator into the right financial context and keep access easy to review.
Get started · 3 minRead guide
Use a supported CSV import
Know which statement exports Ratio accepts and how to prepare a clean import.
Help centre · 4 minRead guide
Resolve an import issue
Work through validation, account-type, and duplicate warnings without compromising your financial record.
Help centre · 5 minRead guide
Keep your ledger clear and traceable
Review, find, and categorise financial events while preserving statement lineage.
Help centre · 5 minRead guide
Understand your financial coverage
Use the coverage checklist and review queue to close the financial gaps that matter most.
Help centre · 6 minRead guide
Manage Spaces, members, and access
Keep financial Spaces, memberships, and invitations clear as your team changes.
Help centre · 5 minRead guide
Run a focused monthly review
Package a clear period, the right Spaces, and an explicit review outcome for a teammate.
Help centre · 5 minRead guide
Use Ratio AI responsibly
Understand what Ratio AI can assist with, and why the statement-backed record remains in control.
Help centre · 3 minRead guide
Run a calm weekly financial rhythm
A practical operating rhythm for keeping financial information current, explainable, and ready to review.
Playbook · 8 minRead guide
Build founder financial coverage in layers
Build a defensible founder financial picture across statements, investments, and important non-bank records.
Playbook · 10 minRead guide
Check data quality before acting on insights
A short, practical data-quality routine before relying on dashboards, reviews, or AI assistance.
Playbook · 7 minRead guide
A good first session is intentionally small.
Start with one financial context and one statement. You can add more depth once the source record is clear.
Get value from Ratio in 10 minutes
Create one Space, import one statement, and use the source-backed views that make the next action obvious.
Create a financial Space that stays clear
Create clear boundaries for household and business finances before statements and collaborators arrive.
Import your first statement with confidence
Bring in one supported statement with a deliberate preview, validation, and confirmation step.
Need a human hand?
If the guide does not match your situation, support is one step away. Include the workflow and a sanitized description of what you see.