Help center

Guides for every part of the demo.

Short, practical guides to the product demo, BeFinance Agent, and the site itself. Each one describes how it works here; the demos use sample data.

Search the help center

Search every guide’s title and text, such as “zoom” or “REQ-2049”.

8 guides

Getting started

The product demo and the agent demo, and how to find your way around them.

Using the product demo
Find your way around the simulated workspace, try its steps, and start over whenever you like.
Working with BeFinance Agent
Choose an example request and follow BeFinance Agent from your request to its preparation and your review.

What stages and statuses mean, and how follow-ups and payment reviews work in the demo.

Reading request stages
What the four stages of a request mean, and how to read a request’s progress.
Document verification statuses
What each document status means, which documents count as complete, and when one needs a follow-up.
Following up on outstanding items
Draft a follow-up for a missing or unreadable document, check it, and discard it. Drafts are never sent.
Reviewing a payment draft
Check a prepared payment, change what you need, and confirm it in a simulation that never sends money.

Choosing a language, and using the site with a keyboard, zoom, or a screen reader.

Choosing your language
How the site picks a language when you arrive, and how to switch to another one.
Accessibility features
Use the site with a keyboard, a screen reader, zoom, or reduced motion, and know what to expect.

The FAQ answers common questions about BeFinanceAI, BeFinance Agent, and this demo site.