Training
Learn SKOOR™
Step-by-step guides for every feature. From first card to zero-touch automation.
Corporate Card
Issue cards, set limits, freeze/unfreeze, and manage spending controls.
1.Issue your first virtual card
2.Set daily and monthly limits
3.Block merchant categories
4.Freeze and unfreeze a card
5.Order a physical card
Expense Management
Auto-categorization, receipt matching, and approval workflows.
1.Understand AI auto-coding
2.Upload and match receipts
3.Override a category and train the AI
4.Set up approval workflows
5.Export expenses for tax season
Accounts Payable
Invoice capture, bill payments, and vendor management.
1.Upload an invoice (PDF or CSV)
2.Review AI-extracted line items
3.Pay a bill by card, ACH, or check
4.Set up recurring vendor payments
5.Track 1099 vendors
Business Health Score
Understand your 0-1,000 score and how to improve it.
1.What are the 3 pillars?
2.How Agent Score maps to Pillar 1
3.Unlock Pillar 2: connect processing
4.Improve Pillar 3: spending discipline
5.Read your score recommendations
Merchant Services
Statement analysis, interchange-plus pricing, and processing setup.
1.Upload a processing statement
2.Read your savings report
3.Understand interchange-plus vs flat rate
4.Switch your processing to SKOOR
5.Track processing volume in your score
QuickBooks & Xero
Connect your accounting software and set up auto-sync.
1.Connect QuickBooks Online
2.Map expense categories to accounts
3.Configure sync frequency
4.Review sync history and fix errors
5.Disconnect without losing data
Advisor Console
For accounting firms: manage clients, track referrals, earn bonuses.
1.Add your first client
2.Read the client score dashboard
3.Share your referral link
4.Track referral bonuses
5.Understand partner tiers
AI Agent
How your autonomous AI agent works and how to configure it.
1.What does the AI agent do?
2.Configure auto-approve thresholds
3.Enable zero-touch workflows
4.Review AI suggestions and overrides
5.Train the agent with correction notes
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