Documentation
Learn All Fair, module by module.
Guides are being written alongside early access. Until they’re here, the Platform page shows every module working, and Support answers the common questions.
Getting started
Set up your seat and build your model in about ten minutes.
- Get your seat, or redeem the code your sponsor gave you
- Upload the records you already keep
- Check the model All Fair builds from them
- Invite your lender, CPA or coach – and choose what they see
For the business
AI Onboarding & Data Model
Upload what you have; the assistant reads it and builds a live model of the business.
The guide will cover
- What to upload – receipts, statements, POS exports
- How the assistant reads your records
- Checking and correcting your model
Guide coming soonSee it working →Business Canvas
Product-level profitability – what each product truly costs, earns and contributes.
The guide will cover
- Adding products and what goes into them
- Unit cost, margin and contribution
- Trying a price and seeing what changes
Guide coming soonSee it working →P&L & Forecast
A real P&L, a rolling forecast, assumptions you can edit, actuals vs. forecast.
The guide will cover
- Reading your P&L
- Editing forecast assumptions
- Actuals vs. forecast
Guide coming soonSee it working →Insights & Visualizations
Margin waterfall, break-even, channel mix, product ranking – with the working shown.
The guide will cover
- Where a dollar of sales goes
- Break-even, product by product
- Ranking products by what they keep
Guide coming soonSee it working →AI Intelligence
Set a near-term goal and see what is in reach, month by month – you make the call.
The guide will cover
- Setting a near-term goal
- Trying an option – you make the call
- Turning options into milestones
Guide coming soonSee it working →
For the partner network
Partner Hub & Collaboration
Your organization, your partners and the follow-ups between you – owners decide what each partner sees.
The guide will cover
- Setting up your organization
- Inviting partners and businesses
- What each partner sees – the owner decides
Guide coming soonSee it working →Portfolio Aggregation
Every business you serve on one view – where each stands, and who could use a hand.
The guide will cover
- Reading the 2×2
- Filtering by sector and by cohort
- Opening a business
Guide coming soonSee it working →
These guides arrive with their modules – and every seat gets the modules when they ship.
- Cash Flow & Funding
- Payments & Commerce
- CRM
- Digital Marketing
- Market Discovery
- Small Business Hub
- Integrations
- Impact Reporting
API & webhooks are on the roadmap. Building an integration? Tell us what you need at info@all-fair.com.
Ready when you are.
Every module comes with every seat. Pick a plan, or book a walkthrough with the team first.
