Getting started
- Welcome to CFO Panorama
- From a new account to the first reliable report
- Onboarding your group
- Setting up your data
6 pages in this category
CFO Panorama documentation
How can we help?
Guides to the application — from the first import to the board pack — and the legal documents, in Czech and English. 47 articles.
Popular tasks
Browse by category
Data & integrations
Companies & consolidation
12 pages in this category
Financial reports
10 pages in this category
Understanding your numbers
Exports & management reporting
Administration & security
5 pages in this category
Legal & data protection
- Legal documents: overview
- Beta Terms for the reporting.finance service
- DATA PROCESSING AGREEMENT
- Data protection at reporting.finance – in brief
8 pages in this category
Recent changes
23. 10. 2026
- Budgets: download a template, upload your budget and approve it on the Budgets page.
- Compare with budget: the P&L shows actual, budget and the difference side by side.
- The board pack shows results against budget where the group has an approved budget.
- Board pack: bridges that add up to the group, loans named as loans, one language per deck.
Need a hand?
Signed in to the application? Press ? or F1 on any screen for the article about that screen.
Write to erik@cfopanorama.com — we answer on working days.