# aiGust

- [aiGust documentation](https://docs.ai-gust.io/index.md): Documentation for accountancy firms using aiGust: set up your firm, configure aiGust and use it in your daily work.
- [Welcome to aiGust](https://docs.ai-gust.io/setup/welcome.md): What aiGust is, how your firm's tenant is set up and where to start as an administrator.
- [First login as administrator](https://docs.ai-gust.io/setup/first-login.md): What the first administrator needs to know when logging in to a new aiGust tenant.
- [Onboarding checklist](https://docs.ai-gust.io/setup/onboarding-checklist.md): The recommended order of steps to get your firm up and running on aiGust.
- [Data sources overview](https://docs.ai-gust.io/setup/data/overview.md): The types of data aiGust imports and the connectors that deliver them.
- [Check connector status](https://docs.ai-gust.io/setup/data/connector-status.md): Monitor whether your connectors are running and syncing correctly.
- [How administrations are imported](https://docs.ai-gust.io/setup/data/bookkeeping/how-administrations-are-imported.md): How aiGust detects administrations in your bookkeeping connectors and which data it copies.
- [Include or exclude administrations](https://docs.ai-gust.io/setup/data/bookkeeping/include-exclude-administrations.md): Prevent specific administrations from appearing in aiGust with a blacklist or whitelist.
- [Install the on-premise agent](https://docs.ai-gust.io/setup/data/bookkeeping/on-premise-agent.md): Install and maintain the aiGust agent for on-premise bookkeeping software.
- [Exact Online](https://docs.ai-gust.io/setup/data/bookkeeping/exact-online.md): Connect Exact Online to aiGust.
- [Yuki](https://docs.ai-gust.io/setup/data/bookkeeping/yuki.md): Connect Yuki to aiGust.
- [Odoo](https://docs.ai-gust.io/setup/data/bookkeeping/odoo.md): Connect Odoo to aiGust.
- [Octopus](https://docs.ai-gust.io/setup/data/bookkeeping/octopus.md): Connect Octopus to aiGust.
- [Silverfin](https://docs.ai-gust.io/setup/data/bookkeeping/silverfin.md): Connect Silverfin to aiGust for bookkeeping and fiscal file data.
- [Horus](https://docs.ai-gust.io/setup/data/bookkeeping/horus.md): Connect Horus to aiGust.
- [Business Central](https://docs.ai-gust.io/setup/data/bookkeeping/business-central.md): Connect Microsoft Dynamics 365 Business Central to aiGust.
- [Expert M](https://docs.ai-gust.io/setup/data/bookkeeping/expert-m.md): Connect Expert M to aiGust through the on-premise agent.
- [Adsolut](https://docs.ai-gust.io/setup/data/bookkeeping/adsolut.md): Connect Adsolut to aiGust through the on-premise agent.
- [Excel import](https://docs.ai-gust.io/setup/data/bookkeeping/excel-import.md): Import bookkeeping data into aiGust from an Excel file.
- [Social data overview](https://docs.ai-gust.io/setup/data/social/overview.md): Where aiGust gets social (personnel) data and how it is linked to administrations.
- [Partena](https://docs.ai-gust.io/setup/data/social/partena.md): Connect Partena to aiGust to import social data.
- [Silverfin social data](https://docs.ai-gust.io/setup/data/social/silverfin.md): Import social balance sheet data from Silverfin.
- [Add and manage users](https://docs.ai-gust.io/setup/users/manage-users.md): Create and manage accounts for the employees of your firm.
- [Roles and permissions](https://docs.ai-gust.io/setup/users/roles.md): What each role allows a user to do in aiGust.
- [Restrict administration access](https://docs.ai-gust.io/setup/users/restrict-access.md): Limit which administrations a user can see with a blacklist or whitelist.
- [Administration groups](https://docs.ai-gust.io/setup/users/administration-groups.md): Group administrations to manage access more easily, for example per branch office.
- [Client portal overview](https://docs.ai-gust.io/setup/client-portal/overview.md): Give your clients access to their own figures in aiGust.
- [Invite and manage client users](https://docs.ai-gust.io/setup/client-portal/invite-client-users.md): Create client users and grant or revoke their access.
- [Control what clients see](https://docs.ai-gust.io/setup/client-portal/control-what-clients-see.md): Configure which content is visible to clients, firm-wide or per administration.
- [What your clients see](https://docs.ai-gust.io/setup/client-portal/client-experience.md): How clients log in and what the client portal looks like.
- [Portal branding](https://docs.ai-gust.io/setup/branding/portal.md): Apply your firm's logo and colours to aiGust.
- [Email types and templates](https://docs.ai-gust.io/setup/branding/email-templates.md): Understand and customise the emails aiGust sends.
- [Custom sender address](https://docs.ai-gust.io/setup/branding/sender-address.md): Send aiGust emails from your own firm's email address.
- [Usage statistics](https://docs.ai-gust.io/setup/monitoring/usage-statistics.md): Follow how employees and clients use aiGust.
- [Audit trail](https://docs.ai-gust.io/setup/monitoring/audit-trail.md): See which administrations a user accessed, when and what they did.
- [Report a bug](https://docs.ai-gust.io/setup/support/report-a-bug.md): Log a bug or question with the in-app bug feature.
- [Follow up your tickets](https://docs.ai-gust.io/setup/support/follow-up-tickets.md): See an overview of your bugs and questions and reply to them.
- [Platform status and critical support](https://docs.ai-gust.io/setup/support/platform-status.md): How you are notified of outages and how to reach critical support.
- [Firm-wide report view settings](https://docs.ai-gust.io/configure/reporting/report-view-defaults.md): Set the default layout of financial reports for everyone in your firm.
- [Default administration dashboard](https://docs.ai-gust.io/configure/reporting/default-dashboard.md): Define the KPI dashboard every administration starts from.
- [Custom reports overview](https://docs.ai-gust.io/configure/reporting/custom-reports-overview.md): Define your own management reports once and reuse them across administrations.
- [Build a custom report](https://docs.ai-gust.io/configure/reporting/build-custom-report.md): Create a custom report definition step by step.
- [Report definition editor](https://docs.ai-gust.io/configure/reporting/report-definition-editor.md): Reference for every element and option in the report definition editor.
- [Manage built-in triggers](https://docs.ai-gust.io/configure/triggers/built-in-triggers.md): Enable or disable the triggers aiGust provides for your firm.
- [Create custom triggers](https://docs.ai-gust.io/configure/triggers/custom-triggers.md): Define your own rules to raise alerts across administrations.
- [Meeting flows](https://docs.ai-gust.io/configure/meetings/meeting-flows.md): Create and edit the meeting flows your accountants use with clients.
- [Meeting types](https://docs.ai-gust.io/configure/meetings/meeting-types.md): Use meeting types to decide which flows apply to which companies.
- [Log in to aiGust](https://docs.ai-gust.io/guide/getting-started/log-in.md): Log in for the first time with a password or your Microsoft or Google account.
- [Personalise aiGust](https://docs.ai-gust.io/guide/getting-started/personalise.md): Change your language, name and personal report settings.
- [Find your way around](https://docs.ai-gust.io/guide/getting-started/navigation.md): Understand the menu and find the administrations you work on.
- [Advanced search](https://docs.ai-gust.io/guide/getting-started/advanced-search.md): Search administrations by KPIs such as revenue or EBITDA and save your queries.
- [First steps in a new administration](https://docs.ai-gust.io/guide/getting-started/first-steps.md): What to check the first time you open an administration.
- [Financial periods](https://docs.ai-gust.io/guide/concepts/financial-periods.md): How aiGust structures financial years and financial periods, and how the up-to-date-until date controls what your reports include, the year-to-date comparison and quarters.
- [KPIs and KPI types](https://docs.ai-gust.io/guide/concepts/kpis.md): What KPIs are in aiGust, where they come from and the different forms they take.
- [Sectors and company types](https://docs.ai-gust.io/guide/concepts/sectors-and-company-types.md): How aiGust classifies administrations by sector, subsector and company type.
- [Labels](https://docs.ai-gust.io/guide/concepts/labels.md): Labels are aiGust's standard chart of accounts, used to compare administrations.
- [Administration dashboard](https://docs.ai-gust.io/guide/reports/dashboard.md): Read and customise the KPI dashboard of an administration.
- [Standard reports overview](https://docs.ai-gust.io/guide/reports/overview.md): The standard financial reports in aiGust and the views each one offers.
- [Profit and loss definition](https://docs.ai-gust.io/guide/reports/definitions/profit-and-loss.md): How the standard profit and loss statement is built.
- [Balance sheet definition](https://docs.ai-gust.io/guide/reports/definitions/balance-sheet.md): How the standard balance sheet is built.
- [Cash flow definition](https://docs.ai-gust.io/guide/reports/definitions/cash-flow.md): How the standard cash flow statement is built.
- [Financial table](https://docs.ai-gust.io/guide/reports/table/financial-table.md): Work with the financial table used by all financial reports.
- [Years, quarters and periods](https://docs.ai-gust.io/guide/reports/table/periods.md): Switch between book year, year-to-date, quarter and period views.
- [Cell details](https://docs.ai-gust.io/guide/reports/table/cell-details.md): Drill into a figure to see transactions, documents, evolution and contributors.
- [Waterfall chart](https://docs.ai-gust.io/guide/reports/visual/waterfall.md): Read the profit and loss and cash flow as a waterfall chart.
- [Balance sheet visual](https://docs.ai-gust.io/guide/reports/visual/balance-sheet-blocks.md): Read the balance sheet as blocks, together with its ratios.
- [Ratio reference](https://docs.ai-gust.io/guide/reports/ratios.md): Definitions of all financial ratios in aiGust.
- [Use a custom report](https://docs.ai-gust.io/guide/reports/custom-reports.md): Open and use a custom report your firm has defined.
- [Personnel data sources](https://docs.ai-gust.io/guide/personnel/data-sources.md): Where personnel data comes from and what aiGust uses from it.
- [Personnel dashboard](https://docs.ai-gust.io/guide/personnel/dashboard.md): Read the personnel dashboard and its charts.
- [Personnel KPIs and efficiency ratios](https://docs.ai-gust.io/guide/personnel/kpis-and-ratios.md): Which values are used and how the personnel efficiency ratios are calculated.
- [Social periods and financial years](https://docs.ai-gust.io/guide/personnel/social-periods.md): How aiGust maps financial years to social periods and vice versa.
- [How benchmarking works](https://docs.ai-gust.io/guide/benchmarking/how-it-works.md): Compare an administration with a group of peers to put its figures in perspective.
- [Create peer groups](https://docs.ai-gust.io/guide/benchmarking/peer-groups.md): Define, calculate and review peer groups for an administration.
- [Read benchmarks](https://docs.ai-gust.io/guide/benchmarking/reading-benchmarks.md): Read benchmarks in charts, KPI cards and boxplots.
- [How triggers and alerts work](https://docs.ai-gust.io/guide/triggers/how-triggers-work.md): Triggers are rules that raise alerts across the administrations of your firm.
- [Work with alerts](https://docs.ai-gust.io/guide/triggers/alerts.md): See, snooze and disable alerts on an administration.
- [How forecasts work](https://docs.ai-gust.io/guide/forecasts/how-forecasts-work.md): What a forecast is, which periods it covers and how aiGust calculates it.
- [Create and edit a forecast](https://docs.ai-gust.io/guide/forecasts/create-and-edit.md): Create a forecast and adjust it on line, period or aggregate level.
- [Use forecasts in reports](https://docs.ai-gust.io/guide/forecasts/use-forecasts.md): Activate a forecast and use it in statements, charts and dashboards.
- [Tax prepayments and scenarios](https://docs.ai-gust.io/guide/forecasts/tax-prepayments.md): Estimate tax prepayments and create extra scenarios.
- [Capital gains tax basics](https://docs.ai-gust.io/guide/capital-gains-tax/basics.md): What the capital gains tax is and what the aiGust module helps you with.
- [Calculate capital gains tax](https://docs.ai-gust.io/guide/capital-gains-tax/calculate.md): Define start and end valuations, run simulations and calculate the tax.
- [Meeting basics](https://docs.ai-gust.io/guide/meetings/basics.md): What meetings are in aiGust and how past, present and future work.
- [Start and run a meeting](https://docs.ai-gust.io/guide/meetings/start-and-run.md): Start a meeting from a flow and present it to your client.
- [Notes, action points and summaries](https://docs.ai-gust.io/guide/meetings/notes-and-summaries.md): Capture notes and action points and create a meeting summary.
- [Publish a meeting to your client](https://docs.ai-gust.io/guide/meetings/publish.md): Share a meeting with your client through the client portal.
- [Meeting editor](https://docs.ai-gust.io/guide/meetings/editor.md): Edit the slides, sections and navigation of a meeting.
- [Slide layouts](https://docs.ai-gust.io/guide/meetings/slide-layouts.md): The layouts you can use for a meeting slide.
- [Widget reference](https://docs.ai-gust.io/guide/meetings/widgets.md): Every widget you can place on a meeting slide and how to configure it.