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Documentation

Get started with Pariom.

Full interactive docs are in progress. In the meantime, the guides below and the product walkthrough cover everything you need.

01

Quick start

Connect QuickBooks Online, generate your first variance memo, and explore the dashboard in under 5 minutes.

02

CSV upload

Don't use QuickBooks? Upload a trial balance CSV from any accounting system. Format requirements and mapping rules.

03

Alert setup

Configure threshold bands on gross margin, COGS ratios, AR aging, and custom KPIs. Slack and email routing.

04

Ask Pariom

Natural-language queries against your trial balance. How to phrase questions, how citations work, how to save a question as a watch.

05

PDF export

Generate board-ready PDFs from any memo. Branding options, footer customization, and distribution list setup.

06

For CFO firms

White-label configuration, client deployment, revenue share setup, and cross-client benchmarks.

Missing something? Write to ask@pariom.ai — documentation requests go directly to the product team.