Help centre
Naarvin help centre
Short, step-by-step answers for using Naarvin: connecting your systems, mapping accounts, approvals, bank statements, ERP postings, reminders and the CFO Copilot.
- Help centreGetting started with Naarvin: your first dayThe four steps from your invitation to your first Naarvin dashboard: secure your account, bring in your numbers, confirm the mapping and invite your team.2 min readRead the article
- Help centreHow to connect your accounting system to NaarvinConnect ERPNext, Odoo, Xero, QuickBooks Online, Business Central, Zoho Books or any system to Naarvin: credentials, companies, sync schedule and first sync.2 min readRead the article
- Help centreHow to import a trial balance from ExcelLoad a trial balance into Naarvin from Excel: choose the sheet, map the columns, review and create missing accounts. One period or several at once.2 min readRead the article
- Help centreHow to confirm account mapping in NaarvinDecide where each account appears in your statements: review the suggestions, confirm them all at once, add auto-map rules and split an account across lines.2 min readRead the article
- Help centreHow to invite your team and set roles in NaarvinInvite colleagues to Naarvin, give each a role and the companies they may see, use the built-in roles or build your own, and suspend or change access later.2 min readRead the article
- Help centreHow to set approval limits in NaarvinSet who approves payments, journals, budgets, capital spending and other requests in Naarvin, up to what amount, and how the approval levels work.2 min readRead the article
- Help centreTwo-step verification, passkeys and single sign-onHow sign-in works in Naarvin: two-step verification with an authenticator or passkey, backup codes, checks before sensitive actions and single sign-on.2 min readRead the article
- Help centreHow to import and reconcile a bank statementImport a bank statement into Naarvin, auto-match it to the ledger, match groups and fees, explain the rest, and have a second person sign it off.2 min readRead the article
- Help centreHow to send approved journals to your ERPDraft a journal in Naarvin, get it approved, and send it to ERPNext, Odoo, Xero, QuickBooks, Business Central or Zoho Books, or export a file.2 min readRead the article
- Help centreHow to prepare supplier payment filesAdd and verify supplier bank details, save a payment run and create a bank file in Naarvin to upload to your bank. Naarvin never moves money.2 min readRead the article
- Help centreHow to set up collection reminders in NaarvinLoad bilingual reminder templates, set the cadence by days from due, then review and send drafts by email, WhatsApp or SMS, with promises pausing the chase.2 min readRead the article
- Help centreHow to put your logo and colours on the board packUpload your logo and choose your colours so the Naarvin board pack, slides, PDF, PowerPoint and Excel exports carry your organization's brand.2 min readRead the article
- Help centreHow to use the CFO CopilotAsk the CFO Copilot about your finances in Arabic or English, open the sources behind each answer, ask follow-ups, and get answers on Telegram or WhatsApp.2 min readRead the article
See it on your own books
A guided demo on Demo Group's books, then we connect one of your companies. In Arabic or English.