00 / Guides
Learn to Use James Analytics
Step-by-step guides for every feature, tool, and workflow. From first login to advanced scenario modeling.
01 / Getting Started
Getting Started
Set up your account, connect your data, and learn the basics.
getting started
Account Setup & First Steps
Create your James Analytics account, configure initial settings, and learn what to expect from the platform.
4 min read
Read guidegetting started
Connecting Your Data
Step-by-step instructions for connecting QuickBooks, Xero, Puzzle.io, or uploading CSV files to James Analytics.
6 min read
Read guidegetting started
Understanding Your Dashboard
A complete walkthrough of the James Analytics dashboard — KPI cards, navigation, date ranges, and customization.
5 min read
Read guide02 / Platform Features
Platform Features
Deep dives into every major capability of James FP&A.
platform features
Financial Statements
How James automatically generates Income Statements, Balance Sheets, and Cash Flow Statements from your connected data.
7 min read
Read guideplatform features
KPI Dashboards & Metrics
Every metric available in James Analytics — profitability, liquidity, growth, and runway — with benchmarks and interpretation guides.
8 min read
Read guideplatform features
Budgeting & Variance Tracking
Create flexible budgets, set up driver-based planning, and track actuals vs budget with real-time variance alerts.
7 min read
Read guideplatform features
Forecasting & Scenario Modeling
Build 12-month rolling forecasts and model base, conservative, and aggressive scenarios to plan with confidence.
7 min read
Read guideplatform features
Using Ask James AI
How to ask questions about your finances in plain English, generate executive summaries, and get AI-powered recommendations.
6 min read
Read guide03 / Tool Guides
Tool Guides
Step-by-step guides for specific financial analyses and calculations.
tool guides
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.
7 min read
Read guidetool guides
Break-Even Analysis Guide
Learn when and how to use break-even analysis for pricing decisions, new product launches, and cost restructuring.
6 min read
Read guidetool guides
Profit Margin Benchmarks
Gross, operating, and net profit margins explained — with industry benchmarks, formulas, and strategies to improve your margins.
6 min read
Read guidetool guides
SaaS Metrics Explained
MRR, ARR, churn, LTV, CAC, and NRR — what every SaaS metric means, how to calculate it, and why it matters.
8 min read
Read guidetool guides
Business Valuation Methods
Revenue multiples, EBITDA multiples, and DCF basics — when to use each valuation method and common mistakes to avoid.
7 min read
Read guidetool guides
Cash Flow Forecasting Guide
Why cash flow differs from profit, how to build a 12-month projection, handle seasonality, and avoid common forecasting pitfalls.
7 min read
Read guide04 / Next step
Ready to get started?
Start a 14-day trial (card required, cancel anytime) and follow the getting started guide.