Everything you need to master Radley Finance

A complete, illustrated walkthrough — from creating your account to investor-ready exports. Read it end to end, or jump to the part you need.

The guide

From a brand-new account to your first model: accounts, onboarding, and choosing a plan.

What a financial model is, the five business types, and the difference between Planning and Investment models.

Starting a new model, importing existing data, completing the Planning questionnaire, and the build checkpoint.

The dashboard, model details and tabs, editing, version history, the Investment Model upgrade, and Xero actuals.

The Sanity Report, Q&A Prep, Investor Memo, Rehearsal, and the model review assistant.

Downloading the Excel model, the export gate, and using your outputs to fundraise.

Profile and company settings, billing, support and CPA consultations, and securing your account.

Where to go for the things you do most often in Radley Finance.

The core financial terms used throughout Radley Finance, in plain language.

Common questions about models, outputs, and your account.

Quick fixes for the most common issues — and how to reach support.