Guides & How-To

Learn to Use James Analytics

Step-by-step guides for every feature, tool, and workflow. From first login to advanced scenario modeling.

Getting Started

Set up your account, connect your data, and learn the basics.

4 min read

Account Setup & First Steps

Create your James Analytics account, configure initial settings, and learn what to expect from the platform.

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6 min read

Connecting Your Data

Step-by-step instructions for connecting QuickBooks, Xero, Puzzle.io, or uploading CSV files to James Analytics.

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5 min read

Understanding Your Dashboard

A complete walkthrough of the James Analytics dashboard — KPI cards, navigation, date ranges, and customization.

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Platform Features

Deep dives into every major capability of James FP&A.

7 min read

Financial Statements

How James automatically generates Income Statements, Balance Sheets, and Cash Flow Statements from your connected data.

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8 min read

KPI Dashboards & Metrics

Every metric available in James Analytics — profitability, liquidity, growth, and runway — with benchmarks and interpretation guides.

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7 min read

Budgeting & Variance Tracking

Create flexible budgets, set up driver-based planning, and track actuals vs budget with real-time variance alerts.

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7 min read

Forecasting & Scenario Modeling

Build 12-month rolling forecasts and model base, conservative, and aggressive scenarios to plan with confidence.

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6 min read

Using Ask James AI

How to ask questions about your finances in plain English, generate executive summaries, and get AI-powered recommendations.

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Tool Guides

Step-by-step guides for specific financial analyses and calculations.

7 min read

How to Calculate Runway

The complete guide to calculating startup runway — formulas, step-by-step examples, common mistakes, and what to do at different runway lengths.

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6 min read

Break-Even Analysis Guide

Learn when and how to use break-even analysis for pricing decisions, new product launches, and cost restructuring.

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6 min read

Profit Margin Benchmarks

Gross, operating, and net profit margins explained — with industry benchmarks, formulas, and strategies to improve your margins.

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8 min read

SaaS Metrics Explained

MRR, ARR, churn, LTV, CAC, and NRR — what every SaaS metric means, how to calculate it, and why it matters.

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7 min read

Business Valuation Methods

Revenue multiples, EBITDA multiples, and DCF basics — when to use each valuation method and common mistakes to avoid.

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7 min read

Cash Flow Forecasting Guide

Why cash flow differs from profit, how to build a 12-month projection, handle seasonality, and avoid common forecasting pitfalls.

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Ready to get started?

Create your free account and follow the getting started guide.

Get Started Free Read Setup Guide