Canwi Australia

Cameron Drury

Getting Started

Onboarding Path Selection

Adding your personal profile

Adding details of your family

Adding your goals

Take the first step on your journey to building a plan

Outlining where you are today - Profile / Family / Goals

Remuneration / Work Income

Expenses

Outlining where you are today - Cash Flow (Income, Living & Expenses)

Where to find your prior concessional contributions

How can I record my previous concessional contributions?

Overview of how to add rental income to an investment property

How can I record Rental Income in Canwi?

How to outline your initial Assets

How to outline your Initial Debts

Overview of providing details of your Assets in onboarding

Outlining where you are today - Financial Inventory (Cash Accounts, Assets, Debts)

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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