Getting started

Getting started workflow

These are the basic steps for getting started with Assetpilot:

1. Set up your account: see Portal setup

2. Create structure: create your organization and assets. See Organizations, assets, and portfolios, Users

3. Create content:

   • Cashflow: Import bank files or set up a bank sync and adapt the cashflow categories to your needs

   • Financial models and forecasts

   • Contacts: People and companies involved in managing your asset

   • Document management: Upload and process your documents

4. Display results: see Forecasts

Product overview

Some actions are relevant for your entire organization. These topics can be accessed and edited under Settings: 

• Create financial models: see Financial models and forecasts

• Create dashboard templates: see Dashboards

• View bank transaction categories: see Cashflow

• Sync with VCOM to access your PV data: see VCOM sync

Some actions are carried out at the asset level. These actions affect specific assets:

• Financial models and forecasts

• Contacts

• Cashflow

• Users

• Tags

Portal concept and structure