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Quick Start Guide

A condensed checklist to go live with FVI in under an hour.

3 min readquickstartchecklist

Use this checklist to go live fast:

  1. Sign up and verify email
  2. Complete profile
  3. Create or join a tenant
  4. Create a workspace
  5. Upload two data sources
  6. Create a recon definition
  7. Run the reconciliation
  8. Review breaks and matches
  9. Ask the AI Copilot for insights
  10. Export or sign off on results