Training & Personalization
Tailor Adam to your unique workflows.
5 articles
- Connecting Business Tools to Adam Using WebhooksLearn how to connect your business tools to Adam using webhooks. This guide explains what webhooks are, how to generate a webhook URL in Adam, and how to use it…
- How to Train Adam like a ProBank Rules allow you to automate transaction categorization based on your business logic. By creating structured conditions and outcomes, you can ensure Adam consistently categorizes transactions without manual corrections.
- Create a Custom Dashboard on AdamThe Dashboard provides a snapshot of your business financial performance. It gives you a quick overview of key metrics such as revenue, expenses, profit, and cash position.
- Managing Contacts in AdamThe Contacts section in Adam allows you to manage all the people and businesses you interact with, including customers, vendors, and contractors.
- Using Bank Rules to Train AdamLearn how to train Adam to learn how to categorize your bank statement entries using bank rules