Documentation

Effitrio documentation

Use the sidebar to open a guide. Below is the full map; sections 4–7 are the detailed feature guides.

1. Getting Started

• Getting Started — what Effitrio is, AI + approval model, account creation, dashboard map, first-steps checklist

2. Core Concepts

• Core Concepts — workspaces; invoices, expenses, projects; clients; AI proposals vs approved actions; human-in-the-loop; activity

3. AI Workflows

• AI Workflows — triggers, Action Center, approving/rejecting, safety principles

4. Invoices

• Invoices — create, send, statuses, templates

5. Expenses

• Expenses — receipts, categories, AI scan

6. Projects

• Projects — projects linked to invoices

7. Clients

• Clients — client records and management

8. Analytics & Reports

• Analytics & Reports — dashboard metrics, alerts, pinned AI insights, tier-based reporting

FAQ

• FAQ — hub page linking to the full FAQ

Contact & Support

• Contact & Support — email, in-app feedback, policies