Navigation Guide

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

Quick Reference: Getting Around Radley Finance

This guide helps you quickly find your way around the app.

The app uses a slim icon sidebar on the left.

From Anywhere

Action	How
Go to Models Overview	Click "Models" in the sidebar (or the Radley logo)
Book a consultation	Click "Consult" in the sidebar
Switch to Radley Tax	App switcher (grid icon, bottom of sidebar)
Open Settings	Profile button (bottom of sidebar) > Settings
Contact support	Profile button > Support (emails support@radley.tax)
Sign Out	Profile button > Sign Out

Models Overview Actions

Action	Location
Create new model	"New Model" button (or "Create your first model")
Open a model	Click the model card
Search	"Search by any field" box
Filter by tier	"Grade" dropdown; "All / Favourites" toggle
Switch card / list view	View toggle in the toolbar
Favourite a model	Star icon on the card
Edit or delete a model	Three-dot menu on the card > Edit / Delete
Book CPA consult	"Schedule a Consult" (page header)

Creating a Model

Models Overview → "New Model" → What is this model for?
        (Raise investment | Allocate capital)
        → What kind of business are you modelling?
        (SaaS | Marketplace | Hardware | Services | Ecommerce)
        → Start building a planning model:
            • "Start planning" - guided discovery questions (free)
            • "Describe your business" - plain language → "Extract assumptions"
            • "Create from existing" - "Upload a document" (.xlsx, .xls, .csv, .pdf, .pptx up to 20MB)
              or "Import from Xero" (coming soon)
            • "Build detailed model (Advanced)" - full investment wizard (Build It Yourself)

The Planning Wizard (all business types)

Step 1: Business details → Step 2: Market sizing → Step 3: Funding goals
→ Step 4: Review → "Build Planning Model" → planning preview page

Action	How
Move forward / back	"Next" / "Back"
Explain a question	Click the info icon (ⓘ) next to its label
Take a benchmark value	Click the suggested chip ("Use moderate: 13%")
See fuller guidance	Right-hand panel follows your focus

Model Pages

Planning Models (free) - 3 steps

Step	What's there
Model Details	Goals, defensibility score, suggested raise (teaser)
Review	Automatic checks (badge shows count)
Model	In-browser grid + "Download summary (PDF)" / "Excel" (Pro)

Padlocked ghost tabs (Actuals, Q&A Prep, Investor Memo, Rehearsal) open the Build It Yourself upgrade prompt.

Investment Models (Build It Yourself) - full tab bar

Tab	What's there
Assumptions	Scenario switcher, raise plan, key metrics, section-by-section editing
Review	Health score, provenance meter, benchmark defaults, formula explorer
Model	Core view / All sheets grid + Model Charts
Q&A Prep	Investor questions answered from your numbers
Investor Memo	Written memo grounded in your model
Rehearsal	Practice defending your numbers
History	Version timeline with Set Active

Header Actions

Action	Button
Rename model	Pencil icon next to the model name
Ask the AI assistant	"Ask AI"
Download	"Download" - menu with Financial Model (.xlsx), Investor Deck (.pptx), Investor Memo (.pdf)
Upgrade a planning model	"Build Investment Model"

Common Workflows

Upgrade a Planning Model

Model page → "Build Investment Model" → checkpoint dialog → wizard
(Required → Enhanced → Review & Submit) → "Create investment model"

Switch Scenario

Investment model → Assumptions tab → Conservative | Base | Aggressive

Edit an Assumption

Assumptions tab → section card pencil → edit wizard (Live preview recomputes)
→ Review & Submit → "Create investment model"

Revert to an Earlier Version

History tab → find version → "Set Active"

Connect Xero

Settings → Integrations → "Connect to Xero" → authorize → select organisation

Update Payment

Settings → Billing → "Manage Billing" → Stripe portal

Set Up Two-Factor Authentication

Settings → Security → Set up 2FA (or the "Enable 2FA" banner)

URLs

Page	URL
Models Overview	`/financial-models`
Create Model (wizard)	`/financial-models/new`
Model Details	`/financial-models/[model-id]`
Planning Preview	`/financial-models/[model-id]/preview`
Upgrade Wizard	`/financial-models/[model-id]/upgrade`
Edit Model	`/financial-models/[model-id]/edit`
Settings	`/settings`
Book a Consult	`/book-cpa`

Tips

Bookmark the Models Overview for quick access
Skip the model tour on first visit if you're following these guides - you can't get it back per-model, but everything it points at is documented here
Refresh if stuck - usually resolves display issues