Article 1 of 4

How GSI Works: From Transactions to Reports

Article 1 of 5: Understand the Dashboard

Article 2 of 5: Find the Action Center (your to-do list)

2. Connect Gmail

3. Enter your Opening Balance Sheet

Article 3 of 5: Work through Transactions

Article 4 of 5: Check Bank Transactions

4. Check Company Settings

Article 2 of 4: Work through the Action Center

Appendix: Platform Overview

New article 14

1. Connect your bank account

Article 4 of 4: Check Bank Transactions

Article 5 of 5: Reconcile your transactions with bank

Article 1: The Close Checklist

First Time on Platform After Registration

Onboarding (First Time Set Up)

Onboarding

Monthly Bases

Metrics

First Time Using Platform After Onboarding

First Time Using Platform

Working on the platform to update your activity

Updating Your Activity

Monthly Checklist

Platform Overview

Go to: Transactions — <a href="https://app.gsi-tech.ai/dashboard/transactions" target="_blank" class="LexTKB__link" dir="ltr">https://app.gsi-tech.ai/dashboard/transactions</a><img src="https://cdn-assets.productfruits.com/d8300ab9-bc69-49d4-8db0-a780128eea1d" alt="" style="width: 100%; height: auto; float: full; z-index: 20;" class="lexical-inline-image position-full"><table class="LexTKB__table"><colgroup><col><col></colgroup><tbody><tr><th class="LexTKB__tableCell LexTKB__tableCellHeader" style="width: 75px; vertical-align: top; text-align: start; background-color: rgb(242, 243, 245);">Step</th><th class="LexTKB__tableCell LexTKB__tableCellHeader" style="width: 75px; vertical-align: top; text-align: start; background-color: rgb(242, 243, 245);">What to do</th></tr><tr><td class="LexTKB__tableCell" style="width: 75px; vertical-align: top; text-align: start;">1. Check the Revenue tab</td><td class="LexTKB__tableCell" style="width: 75px; vertical-align: top; text-align: start;">Click 'Revenue'. Confirm all client transactions are listed and categorized correctly. Add missing ones with 'Add transactions' or reviewing Gmail folders.</td></tr><tr><td class="LexTKB__tableCell" style="width: 75px; vertical-align: top; text-align: start;">2. Check the Expenses tab</td><td class="LexTKB__tableCell" style="width: 75px; vertical-align: top; text-align: start;">Click 'Expenses'. Correct any wrong categories — click the transaction to change it. GSI learns from each correction.</td></tr><tr><td class="LexTKB__tableCell" style="width: 75px; vertical-align: top; text-align: start;">3. Ensure all transactions are in Booked Status</td><td class="LexTKB__tableCell" style="width: 75px; vertical-align: top; text-align: start;">Filter by Accounting Status excluding "Booked" - bulk select and create the Journal Entry. Those transactions will not appear in Reports until in Booked status. </td></tr><tr><td class="LexTKB__tableCell" style="width: 75px; vertical-align: top; text-align: start;">4. Approve Pending Journal Entries</td><td class="LexTKB__tableCell" style="width: 75px; vertical-align: top; text-align: start;">Filter by Accounting Status: Pending. Click each one and approve it. Booked is the target status for all transactions.</td></tr></tbody></table>Next → Check Bank Transactions

Back to GSI

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Step	What to do
1. Check the Revenue tab	Click 'Revenue'. Confirm all client transactions are listed and categorized correctly. Add missing ones with 'Add transactions' or reviewing Gmail folders.
2. Check the Expenses tab	Click 'Expenses'. Correct any wrong categories — click the transaction to change it. GSI learns from each correction.
3. Ensure all transactions are in Booked Status	Filter by Accounting Status excluding "Booked" - bulk select and create the Journal Entry. Those transactions will not appear in Reports until in Booked status.
4. Approve Pending Journal Entries	Filter by Accounting Status: Pending. Click each one and approve it. Booked is the target status for all transactions.