Getting Started with Pinnacle
New to Pinnacle Financial Intelligence? These five steps will get you oriented in under five minutes.
Open the PFI Demo
Go to the PFI Demo to explore the platform with pre-loaded sample data. No account or upload required. The demo shows a complete analysis for a sample company.
Open PFI DemoStart with Financial Health
The Overview tab shows the executive-level financial picture. Review the Financial Health scorecard — Liquidity, Profitability, Working Capital, and Leverage — before drilling into individual findings.
Review Risks and Root Causes
Open the Risks tab to see findings ranked by materiality. Click any risk to open the Root Cause view and understand why the result occurred.
Drill Down to Transactions
Use the Transactions tab to trace a financial result from the account level down to the individual transaction, journal entry, and supporting detail.
Explore the Full Tutorial
Ready to go deeper? The Financial Intelligence tutorial walks through all 15 steps of the complete PFI workflow — from data upload through measurement.
Financial Intelligence TutorialThe Pinnacle Workflow
Connect → Validate → Analyze → Investigate → Resolve → Act → Measure