# InvestSync Documentation

- [Introduction](https://docs.investsync.co.nz/introduction.md): A practical guide to InvestSync for finance teams
- [Quickstart](https://docs.investsync.co.nz/quickstart.md): Set up an organisation and start using InvestSync
- [Streamlined onboarding](https://docs.investsync.co.nz/onboarding.md): Create a workspace, choose document storage, organise investments, and connect everyday tools
- [Partner Programme](https://docs.investsync.co.nz/partner-programme.md): Manage InvestSync for multiple clients with partner billing, discounts, and support
- [Dashboard](https://docs.investsync.co.nz/features/dashboard.md): Review portfolio value, allocation, activity, news, goals, and watchlist items from one place
- [Family wealth](https://docs.investsync.co.nz/features/family-wealth.md): See assets, liabilities and income across connected family structures without double counting
- [Search](https://docs.investsync.co.nz/features/search.md): Find investments, transactions, and market data, or ask the assistant, from anywhere in InvestSync
- [Finance Workspace](https://docs.investsync.co.nz/features/finance-workspace.md): Start a period close and access the finance tools that support it
- [Close Workpaper](https://docs.investsync.co.nz/features/close-workspace.md): Prepare, review and lock a month-end, quarter-end or year-end period
- [Data Audit](https://docs.investsync.co.nz/features/data-audit.md): Review valuation gaps and repair the portfolio history used for returns
- [Investment Management](https://docs.investsync.co.nz/features/investments.md): Track holdings, valuations, transactions, documents, custodians, and investment context in one place
- [Reconciliations](https://docs.investsync.co.nz/features/reconciliations.md): Compare custodian statements with InvestSync and manage outstanding reviews
- [Transactions](https://docs.investsync.co.nz/features/transactions.md): Record, review, filter, export, and support the investment activity behind your portfolio
- [Transaction types](https://docs.investsync.co.nz/features/transaction-types.md): Understand how each transaction type affects holdings, cost basis, market value, income, and reporting in InvestSync
- [Documents](https://docs.investsync.co.nz/features/documents.md): Find, preview, file, rename, download, and remove finalised documents and corporate records
- [Email inbox](https://docs.investsync.co.nz/features/email-inbox.md): Review documents received through your organisation email addresses
- [Members and permissions](https://docs.investsync.co.nz/features/user-management.md): Control who can access organisation settings and approval workflows
- [Notifications](https://docs.investsync.co.nz/features/notifications.md): Review items that need attention across your organisations
- [Mobile app](https://docs.investsync.co.nz/features/mobile-app.md): Use InvestSync on iPhone, iPad, or Android for quick portfolio review, news, Planning Workspace discussions, reports, and Assistant questions
- [Reports](https://docs.investsync.co.nz/features/reports.md): Use standard reports and report packs to review, publish, export, and share portfolio information
- [Australian Tax Workspace](https://docs.investsync.co.nz/features/au-tax-summary.md): Prepare and review Australian tax workpapers separately for every entity and financial year
- [NZ Tax Workspace](https://docs.investsync.co.nz/features/nz-tax-summary.md): Review New Zealand income, tax credits, FIF calculations, and report options with supporting audit detail
- [Planning](https://docs.investsync.co.nz/features/planning.md): Set portfolio goals, track progress, research opportunities, and keep Planning Workspace discussions together
- [News](https://docs.investsync.co.nz/features/news.md): Review investment updates, action items, reminders, and supporting documents in one place
- [Assistant](https://docs.investsync.co.nz/features/assistant.md): Ask portfolio questions and receive plain-English summaries for an organisation
- [Investment tagging](https://docs.investsync.co.nz/features/tagging.md): Organise and filter investments using flexible tags and defaults
- [Capital Calendar](https://docs.investsync.co.nz/features/capital-calendar.md): Plan upcoming capital calls, tranches, investment updates, cashflow, and currency assumptions
- [Google integration](https://docs.investsync.co.nz/features/google-integration.md): Use Google Drive for document storage and Google Calendar for investment news reminders
- [Microsoft document storage](https://docs.investsync.co.nz/features/microsoft-document-storage.md): Use SharePoint as your main document store or as a backup copy for InvestSync documents
- [Outlook add-in](https://docs.investsync.co.nz/features/outlook-add-in.md): Send an email or selected attachments to InvestSync while you work in Outlook
- [Xero integration](https://docs.investsync.co.nz/features/xero-integration.md): Connect Xero to support bank feeds, account mapping, and invoice sync

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)
- [openapi](/old/api-reference/openapi.json)
- [package](/old/package.json)
- [package](/package.json)