Documentation

Welcome to the Herufy Documentation Hub! Herufy is a Business Intelligence platform designed to help business owners accelerate growth through actionable data insights. Our comprehensive documentation provides everything you need to integrate, utilize, and maximize the benefits of Herufy’s powerful business intelligence tools.

Account

My Profile: Section displays users profile, account teams, and subscription plan.Business Profile: Section displays users profile information including subscription plan, financial statements, completed surveys.Notifications: Displays important user messages relevant to the platforms technical improvements, subscription status,Settings: Section allows user to manage data privacy, add members, unsubscribe, close account….Logout: Allows user to logout from the platform

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Data

Upload Data: Allows users to upload csv files of financial statements that include balance sheets, profit and loss statement, and cash flow. The data is then transformed into relevant KPI across different dashboards. Surveys: Allows users to participate in business analysis surveys that provide insight into their business performance. Business Profile Update: Allows users to

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Dashboards

Home Dashboard: Displays most relevant user KPIs and Metrics Business Dashboard: This section displays Business/Financial KPIs. Additional section shows insights based on user KPIs from AI and Leading Consultants. Last section shows stage of business life cycle with insights on relevant strategies and considerations from AI and leading consultants. Product/Service/Project Dashboard: Section displays KPIs relevant

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