- Download the app from AppSource.
- After successful installation, go to Business Central, then to the Finance and Chart of Accounts tab. In the Actions section you will find the Related tab.
- After pressing it, you will see Finance Intelligence with two actions: Data Courage CFO Assistant and Financial Intelligence App Management. Since only Data Courage CFO Assistant is available, go to it.
- A window opens containing the main page of Financial Intelligence. Go to the Start Here action located at the top of the window. Following the popups of the application, enter or approve information about the partner.
- After the application is initialized correctly, more actions will appear. You are ready to use Financial Intelligence.