New to Caleido
Introduction to Caleido
What Caleido is, who it’s for and what you can do with it.
Navigate Caleido
The sidebar, workbooks, tabs and the account menu.
Sign in to Caleido
Sign in, reset your password and switch organization.
Common tasks
Create a workbook
Collect reports, charts and pages into your own workbook.
Use the report library
Start from ready-made best practice reports.
Create a budget
Set up a new budget and start planning.
Plan with scenarios and investments
Test a what-if plan without touching the budget.
Build a chart
Turn report data into a presentation-ready chart.
Link payments to accruals
Put accrued costs in the cash flow on the day they were paid.
Understand how Caleido works
How Caleido works
How your data flows from bookkeeping to reports and forecasts.
Actuals, budgets and forecasts
What each one is and how they meet in a report.
Direct cash flow
How Caleido builds a cash flow from payment dates.
Look something up
Keyboard shortcuts
Glossary
Changelog
Get help
- In Caleido, click your name at the bottom of the sidebar and select Help to ask the help assistant
- Or ask this site’s AI assistant from the top of the page