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Documentation Index

Fetch the complete documentation index at: https://docs.tight.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The Financial Overview is all you need to provide full financials to your users, including:
  • Onboarding-related action items like linking bank accounts and credit cards
  • Monthly financial summaries
  • As-needed action items whenever the business owner’s attention is needed (e.g. the purpose of a bank transaction is unknown)
  • Access to financial reporting (e.g. Profit & Loss, Balance Sheet, etc.)
Financial Overview Demo

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Embedding the Financial Overview

To initialize the Tight Embedded experience using plain Javascript in your project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example JS embedding of the Financial Overview: 
Tight.renderScreen(elementId, 'financialOverview');