Help Center
Operations Guide
Search how-to guides, or download the full guide as a PDF.
Download the Guide (PDF)Featured Walkthrough
Bank Reconciliation Walkthrough
A step-by-step procedure for importing a bank CSV and reconciling transactions end to end.
Concepts
Why Integrations Matter — The Christmas-Lights Metaphor
A plain-English guide to how connected data flows in CheckSmith.ai and the common gaps that break the strand.
Payments
Contractor Onboarding: Invite And Complete
How contractors fill in their own W-9 and deposit details through a secure link, and the safeguards protecting those records.
Guided Diagnostic
Troubleshooting Wizard
Step through the most common integration failure points and get targeted fixes for anything that looks off.
Printing & Checks
MICR Troubleshooting Guide
Fix common E-13B font issues — OTF vs TTF, missing glyphs, and alignment — before printing bank-scannable checks.
Ask Alice™
What Can I Ask Ask Alice™?
Browse a searchable directory of business requests — from bookkeeping and invoicing to payroll and reports — and start a thread with one click.
Getting Started
Create your workspace, invite your team, and set your branding.
Browse articlesBookkeeping
Chart of accounts, clients, invoices, reconciliation, and reports.
Browse articlesSelf-Directed IRA
Open, fund, and manage a self-directed IRA inside CheckSmith.ai.
Browse articlesAi Implementation
Learn how to put AI to work in your financial workflow. Train your team with AI Flight School and save 20% with code CHECKSMITH20.
- 1.Visit aiflightschool.ai and choose a course or bundle.
- 2.At checkout, enter code
CHECKSMITH20. - 3.Your 20% discount is applied before payment.
Platform admins: your ops guide is at /help/admin.