# Recital Finance Platform Guide

## Docs

- [Introduction](https://guide.recital.finance/index.md): Welcome to Recital Finance – the smarter way to unify your financial data, automate processes, and manage financial operations.  This guide will walk you through everything you need to know, from initial setup to daily operations, helping your team achieve operational excellence and financial clarit…
- [Connections](https://guide.recital.finance/modules/bridge/connections.md): Quickly connect to 5000+ financial data providers
- [Introduction](https://guide.recital.finance/modules/bridge/introduction.md): Bridge - The Financial Data Aggregator
- [Overview](https://guide.recital.finance/modules/bridge/overview.md): Aggregate, monitor and use all your financial data
- [Report Server (PBIRS)](https://guide.recital.finance/modules/bridge/report-servers.md): Connect to Microsoft Power BI Report Server to pull dataset data for reconciliation
- [Formula transformation](https://guide.recital.finance/modules/reconciliation/formula-transformation.md)
- [Introduction](https://guide.recital.finance/modules/reconciliation/introduction.md): Recital Reconciliation - The reconciliation workflow automator
- [Overview](https://guide.recital.finance/modules/reconciliation/overview.md): Automate even the most complex reconciliation workflow with Recital
- [Term Definition](https://guide.recital.finance/modules/reconciliation/term-definition.md): Reconciliation jargons worth knowing
- [User Reconciliation](https://guide.recital.finance/modules/reconciliation/user-recon.md): User-driven Reconciliation Flow
- [Introduction](https://guide.recital.finance/modules/reporting/introduction.md): Recital Reporting - custom report builder on your unified financial data
- [Overview](https://guide.recital.finance/modules/reporting/overview.md): Generate audit-ready data pack & insights for any team or stakeholder
- [Reconciliation Report](https://guide.recital.finance/modules/reporting/recon-report.md): Quickly create a new custom report
- [Overview](https://guide.recital.finance/overview.md): Recital - the smarter way to unify all your financial data, automate and manage your financial operations.
- [Balances](https://guide.recital.finance/usecases/balances.md): Recital tracks balances across banks, accounts, and wallets, giving treasury teams a consolidated view of liquidity
- [Bridge](https://guide.recital.finance/usecases/bridge.md): Recital’s bridge module connects to your finance stack, enabling seamless integrations across Banks, PSPs, Wallet, Switches, ERPs and available open APIs
- [Reconciliation](https://guide.recital.finance/usecases/reconciliation.md): Recital automates the end-to-end reconciliation process, ensuring finance teams can close books faster and with fewer errors.
- [Reports](https://guide.recital.finance/usecases/reports.md): Recital’s reporting module ensures finance teams and compliance officers can generate auditable, flexible reports directly from data on the platform, e.g. data on chargeback, reconciliation, transactions, balances, etc.
- [Transactions](https://guide.recital.finance/usecases/transactions.md): Recital provides real-time visibility into transactions, helping teams detect anomalies, monitor chargebacks, and ensure operational accuracy.
- [User Access](https://guide.recital.finance/useraccess.md): Recital provides secure, role-based access for teams

## Optional

- [Schedule a Call](https://calendly.com/recitalonboarding/30min)