Platform how-to
Short walkthroughs by product
End to end Submit a CD report Form → upload → payment → confirmation · ~60 sec
Output review Reading your CD report Scroll through PDF + Excel output · ~90 sec
End to end Submit a categorisation run Dashboard → form → upload → submit · ~60 sec
Output review Reading your categorisation output Scroll through categorised spend data · ~90 sec
End to end Submit a Proc Insights run Dashboard → form → upload → submit · ~60 sec
Output review Reading your Proc Insights report Scroll through insights, savings analysis · ~90 sec
More detail in case examples View case examples →