Connect Acumatica
Set up your Acumatica integration to unlock connected reconciliation and Pulse widgets.
Run a Reconciliation
Match your bank transactions against your General Ledger step by step.
Set Up a Workflow
Learn the general pattern for creating sessions, uploading documents, and running any workflow.
Understand Roles & Access
Learn how entities, workspaces, and roles control who can do what in ALK.
What’s in this knowledge base
- Getting Started — one-time setup steps like connecting Acumatica.
- Workflows — how reconciliation and custom workflows work, plus every prebuilt workflow application (Equity Mortgage, Deal Screening, FNOL, Motor Claims, and more).
- Features — Chat, Analyst, Pulse, and Knowledge.
- Integrations — what’s available and how to manage connections.
- Admin & Workspace — roles, access, inviting teammates, and workspace setup.
- Support — how to get help, what to check before escalating, error reference, FAQs, and platform status.