User Guide
Complete training manual & app presentation for FileFree
Complete User Guide & App Presentation
A comprehensive guide covering the full product overview, pricing, feature checklist for testers, and detailed instructions for every FileFree feature — including 1099 vendor tracking, bill payments, mileage deductions, team management, and a complete accounting workflow flow.
What's Included
- Product overview & key benefits
- Pricing plans comparison
- Feature checklist & QA guide for testers
- Step-by-step instructions for every feature
- 1099 vendor tracking & bill payment guides
- Complete accounting workflow flow (11 steps)
- Best practices, pro tips & troubleshooting
- 30-day action plan for new users
Perfect For
- QA testers evaluating the app
- Potential users / investors
- Training new employees
- Onboarding clients
- Self-paced learning & reference
📚 Table of Contents
Complete Accounting Workflow — How FileFree Guides Your Business
FileFree isn't just a collection of tools — it's a guided accounting journey from day one through tax season. These 11 steps show how the entire platform works together as a complete bookkeeping system:
Set Up Your Business Profile
Enter your company name, address, logo, and invoice branding. This information automatically appears on every invoice, report, and document you generate.
Your business identity is ready across the platform.
Connect Your Bank Accounts
Securely connect your checking, savings, and credit card accounts via Plaid. Transactions auto-import so you never miss an entry.
Transactions flow in automatically — no manual data entry.
Record & Categorize Transactions
Every dollar in and out is logged with category, payment method, vendor, and receipt. Use AI receipt scanning to auto-extract data from photos.
A complete, accurate record of every financial transaction.
Create Invoices & Track Receivables
Send professional branded invoices to your customers. Track payment status, send reminders for overdue invoices, and monitor your A/R aging summary.
Faster payments and a clear picture of who owes you money.
Manage Bills & Track Payables
Enter vendor bills, record payments (full or partial), and track your A/P aging. Bill payments automatically generate matching expense transactions.
Never miss a bill payment or lose track of what you owe.
Track Mileage & Deductions
Log business miles with the current IRS mileage rates. The app automatically calculates your deduction amount for each trip.
Maximized tax deductions with IRS-compliant documentation.
Reconcile Bank Accounts
Match your recorded transactions to your bank statements each month. Identify discrepancies, missing entries, or duplicates before they become problems.
Your books match your bank — guaranteed accurate.
Generate Financial Reports
Create professional P&L statements, cash flow reports, and balance sheets. Export as PDF for your accountant, bank, or investors. Get AI-powered insights in plain English.
Professional reports and actionable insights at the click of a button.
Plan, Budget & Set Goals
Set monthly budgets per category, track financial goals with milestones, and automate recurring transactions so nothing falls through the cracks.
A clear financial roadmap with automated guardrails.
Prepare for Tax Season
Track 1099 vendors, monitor tax deadlines, and estimate quarterly payments. Export all your data for your CPA and stay compliant year-round.
Tax season is stress-free because you're prepared all year.
Manage Your Team & Security
Invite team members with role-based permissions. Every action is logged in the audit trail. Your financial data stays secure and compliant.
Collaboration without compromising on security.
How to Save as PDF
- 1. Click the "Generate PDF Guide" button below
- 2. A new window opens with the formatted guide
- 3. Click "Print / Save as PDF" in the guide
- 4. In the print dialog, select "Save as PDF" as your printer
- 5. Choose where to save and click Save
Works in all modern browsers: Chrome, Firefox, Safari, Edge
💡 Tip for Organizations
Print this guide for each team member or save to a shared folder. It's fully self-contained with no external links or images, making it perfect for offline training and reference.