Follow these steps

  1. 01

    Open your invitation

    Use the invitation provided by your beta coordinator. The beta portal and the financial app are separate websites; follow the app link issued with your invitation.

  2. 02

    Enter your access code

    In the Impresa application, enter the access code assigned to you. Keep it private and do not post it in a feedback form or screenshot.

  3. 03

    Review and accept the current terms

    Read the beta agreement and privacy information shown before you proceed. These are part of the app sign-in flow.

  4. 04

    Explore the dashboard

    Find the five analysis modules: Financial Health, Cash Flow Engine, Growth Intelligence, Decision Simulator, and Capital Planning.

  5. 05

    Choose a starting point

    For a broad overview, begin with Financial Health. If you are focused on collections or inventory, start with Cash Flow Engine.

KEEP IN MIND

An invitation to beta.impresainsight.com is not necessarily the same as an application access code.

What to do next

Use the result to ask a specific business question, then verify the figures and assumptions before acting. If a label or control has moved, refer to the current app interface.

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