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Tutorial · Financial Intelligence
Pinnacle Financial Intelligence — Complete Walkthrough
A 15-step guide to the full PFI workflow: from connecting your data through Financial Health, Risks, Root Causes, Transaction Evidence, Recommended Actions, and Measurement.
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Welcome to Financial Intelligence
PFI transforms raw financial data into a complete diagnostic path: Financial Health → Risks → Root Causes → Transaction Evidence → Recommended Actions → Projected Impact. This full walkthrough covers every section of the workspace.
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The Workspace Header
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Overview — Financial Picture
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Financial Statements
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Budget & Forecast
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Financial Health — Scorecard
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Risks — Material Findings
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Root Causes — Why It Happened
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Transactions — GL Evidence
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Reconciliation
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Account Mapping
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Data Readiness
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Root Causes & Recommended Actions
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