Complete User Guide
Master all features and operations of BeanFlow
From basic functionality to advanced operations, comprehensive guide to AI-powered bookkeeping
Features Overview
BeanFlow is a modern AI-powered bookkeeping tool that integrates Beancount double-entry accounting with advanced LLM technology.
Core Features
AI Smart Assistant
Natural language entry, invoice recognition, financial Q&A
Double-Entry System
Professional accounting engine based on Beancount
Invoice Management
Create, send, collect, and tax processing
Technical Features
Cloud Sync
Real-time data sync, multi-device access
Batch Import
CSV processing, custom import rules
Team Collaboration
Multi-user management, permission control
Dashboard Navigation
1. Dashboard Overview
The dashboard is your financial management center, providing key metrics and quick operations.
2. Main Navigation Menu
Transactions
View and manage all transaction records
Invoices
Create and manage customer invoices
AI Assistant
Smart bookkeeping and financial Q&A
Transaction Management
Transaction Entry Methods
Manual Entry
Traditional form entry for precise control
AI Smart Entry
Natural language to standard accounting entries
Core Concepts
Double-Entry Principle
Every transaction involves multiple accounts, ensuring debits and credits balance.
📊 Assets (资产)
- • Assets:Bank:Checking
- • Assets:Accounts-Receivable
💰 Income (收入)
- • Income:Sales
- • Income:Services
Best Practices
Recommended Practices
- • Enter transactions promptly
- • Keep descriptions clear and concise
- • Use consistent account naming
- • Back up ledger data regularly
- • Use AI Assistant to improve efficiency
- • Reconcile regularly
Avoid These
- • Don't accumulate transactions
- • Avoid vague transaction descriptions
- • Don't mix personal and business funds
- • Don't ignore small transactions
Need More Help?
Our support team is ready to provide professional guidance and technical support