Vic.ai

An overview of how to add new client accounts onto Vic.ai

Onboarding new Accounts onto Vic.ai

How to submit historical data to train and connect Non-API accounts

Onboarding Non-API accounts

Necessary Intacct permissions for Vic.i to work

Onboarding Sage Intacct Clients onto Vic.ai

Steps needed to sync a new QuickBooks Online client to Vic.ai

How to sync your QuickBooks Online client with Vic.ai

How to update Bill.com user permissions to sync with Vic.ai

Updating Bill.com Permissions to Sync with Vic.ai

How to update Bill.com user permissions for using approval features

Bill.com user permissions for using approval features

Our platform improves with each company or client you add

Add additional Companies or clients to Vic.ai

If GL Accounts in Vic.ai from your Chart of Accounts are missing, read this

GL Accounts missing in Vic.ai

Ryan Goetz

Information for onboarding, whether new to Vic.ai or adding more clients

Onboarding and New Clients

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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