Learn from the #1 Cin7 Accounting Partner
Cin7 Accounting Partner of the Year // 2025 & 2026
Cin7 Core tutorials, training and courses
Practical Cin7 Core training designed to help teams operate an already sound setup with confidence and consistency.
Training resources for teams working in a correctly aligned Cin7 environment. The Academy reinforces correct workflows, standardizes system usage and supports long-term adoption. It does not replace setup, cleanup, or diagnosis.
If your environment isn’t aligned yet, start with a Cin7 audit before relying on training. See if you're ready ↓01 // Before you start
When Cin7 training helps and when you actually need an expert
Cin7 Academy is designed to train teams in a correctly aligned Cin7 environment. When the underlying setup is sound, training helps teams work faster, follow consistent processes, and use the system with confidence.
Prerequisite check //
Training is not the right next step if:
- Inventory levels don’t match physical stock
- Forecasts are ignored or manually overridden
- Integrations produce inconsistent or unreliable data
- Manual fixes and workarounds are part of daily operations
- Reports can’t be trusted without spreadsheets
In these situations, the issue isn’t a training gap. It’s a configuration, process or integration problem that requires expert diagnosis before training will stick. Cin7 training works best once the system itself is behaving correctly.
Check my Cin7 setup02 // What training does
How Cin7 partners use training after expert alignment
Cin7 training is not a replacement for expert setup, cleanup, or diagnosis.
Cin7 partners use training after alignment to ensure the system is operated correctly, consistently and at scale.
Training works because it reinforces correct configuration. When training is applied to a misaligned environment, it does the opposite, it teaches teams how to work around problems instead of fixing them.
This is why Cin7 partners don’t treat training as a fix. They use it as a reinforcement layer that locks in expert work, supports governance, and reduces long-term drift as the business evolves.
Once workflows, integrations, and financial mappings are sound, training becomes the mechanism that:
- Standardizes how teams use Cin7 day to day
- Aligns finance, operations, and warehouse teams on the same rules
- Removes tribal knowledge and ad-hoc workarounds
- Enables new hires to onboard without breaking existing processes
- Maintains system integrity as volume, channels, and complexity increase
Training accelerates aligned systems; it doesn't correct broken ones.
If your environment isn’t aligned yet, start with an expert review before relying on training.
03 // The course
Cin7 Core Training Videos
Hands-on Cin7 Core training videos from Fiskal, designed to help teams understand configuration choices and use the system consistently after alignment.
- Modules
- 4
- Lessons
- 12
- Run time
- 1h 42m
Module 01 // Getting started
Navigation
with Ryan Behnken
Your progress
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01Module 01Getting started2 lessons // 24m
Find your way around Cin7 Core, then check that your setup is healthy before you build habits on it.
02Module 02Sales4 lessons // 28m
Customers, then the three kinds of sale in Cin7 Core: simple, advanced and service.
03Module 03Purchases5 lessons // 40m
Suppliers, the three kinds of purchase, and credit notes.
04Module 04Reporting1 lesson // 10m
Use the reporting module properly, so the decisions you make come from numbers you can trust.
04 // Your instructors

Christo Kleinhans
5 lessons // Getting started + Sales

Ryan Behnken
6 lessons // Getting started + Purchases

Juandré Nortier
1 lesson // Reporting

"Fiskal strategically designed the Cin7 setup that best serves our specific operational needs as a rapidly growing CPG startup. They took a measured approach to help our team incorporate the platform to our daily operations without disruptions. Fiskal has been instrumental in training our team on Cin7 best practices and utilizing its many tools. Ongoing consultation with Fiskal has helped us build resilient and flexible accounting practices that have allowed us to incorporate multiple channels."
05 // Reading list
Cin7 Core Tutorials
Cin7 Core tutorials written by Fiskal Finance’s Cin7 system experts, covering real-world configuration, integrations and operational workflows.
Warehouse and WMS
7 reads- How to set up and configure the Cin7 Core WMS App (step-by-step)Set up Cin7’s WMS app step-by-step. Avoid sync errors, enable bin tracking, and streamline fulfillment from day one.
- How to Perform an Accurate Stock Take in Cin7’s WMS AppRun accurate stocktakes in Cin7 WMS. Follow this guide to ensure clean counts, prevent shrinkage, and reconcile inventory correctly.
- How to transfer stock between locations in Cin7's WMS AppTransfer stock in Cin7 WMS with confidence. Learn the full workflow from pick to receipt, and avoid costly inventory mismatches.
- How to Restock Returned Items using Cin7's WMS AppRestock returns in Cin7 WMS without breaking your books. Learn how to link refunds, credit notes, and inventory updates correctly.
- Mastering Cin7 Core WMS: Mobile Strategies for Peak Warehouse EfficiencyLearn how to optimize your Cin7 WMS setup to reduce stock errors, improve picking accuracy, and streamline fulfillment. Expert tips and configuration insights inside.
- Stop Wasting Hours: Automate Inventory Cycle Counts in Cin7Ready to fix inventory chaos? Automate cycle counts in Cin7 with expert setup and best practices from Fiskal Finance.
- How to do an inventory audit in Cin7 (with free checklist)A complete guide to Cin7 inventory audits: from planning and cutoff procedures to reconciliation, valuation, and CFO-ready audit reports. Checklist included.
Integrations and reconciliation
5 reads- How to reconcile Cin7 and Xero: a step-by-step guideStruggling to reconcile Cin7 and Xero? This step-by-step guide walks you through syncing these two systems, clarifying transaction triggers, setting proper lock dates, and running a clean month-end close.
- Cin7 Core + QuickBooks Online Integration: Reconciliation Guide for Inventory & COGSLearn how to integrate Cin7 Core with QuickBooks Online the right way. Fix COA mapping, lock dates, and timing differences to reconcile sales, purchases, COGS, and Inventory on Hand.
- Cin7 Shopify integration - why your Shopify orders aren’t syncing to Cin7 and how to fix it fastStruggling with Shopify orders not syncing to Cin7 Core? This guide breaks down the top sync failure causes & walks you through a proven 12-step checklist to resolve Cin7 Shopify integration issues fast.
- Guide to Inventory Sync & Integration: Cin7, Shopify & 3PLsEnd Stock Chaos. Stop juggling spreadsheets. Implement real-world Inventory Sync & Integration across Cin7, Shopify, and your 3PL network.
- Cin7 + HubSpot Integration Guide for Product-Based TeamsLearn how to set up, configure, and optimize the Cin7–HubSpot integration. Fiskal Finance’s step-by-step guide explains how to sync customers, products, and deal stages for seamless sales-to-operations visibility.
Setup and fundamentals
3 reads- Cin7 Academy Step-by-Step Guide for New Users - Cin7 Core TrainingNew to Cin7 Academy? Follow this guide and fast-track your Cin7 Core training with tailored support.
- Mastering Your Cin7 Core: A Deep Dive into General SettingsThis comprehensive guide walks you through Cin7 Core’s general settings, the essential configuration hub for accurate inventory, sales, purchasing, and financial workflows.
- ERP Evaluation Criteria: 5 Features to CompareCompare EDI & ERP the right way - integration, document coverage, automation, visibility, and TCO. Includes checklist, scoring matrix, and a 30/60/90 plan.
06 // Beyond implementation
It's not just about implementing Cin7.
It's about transforming it into a reliable operating system that drives inventory accuracy, financial visibility and scalable workflows.
- 20%higher order volumeSource: Ecolife Solutions
- 95%better inventory accuracySource: PAK'nSAVE
- 90%lower stockoutsSource: Simbi
07 // FAQ
Frequently asked questions
These questions relate to Cin7 implementation, cleanup and ongoing support. Training through Cin7 Academy is most effective once these foundations are in place.
Is Cin7 the right system for our business?
If you’re doing $1M–$50M in revenue and have inventory complexity, yes. It’s one of the best IMSs in the SMB space. But it only works if implemented and managed correctly – which most teams underestimate.
Can Cin7 integrate with QuickBooks Online?
Yes – but the integration needs to be properly scoped and actively monitored. That includes sync rules, mapping, error management, and clear ownership across finance and ops.
What's the difference between Cin7 Core and Cin7 Omni?
Cin7 Core is the newer product – originally called DEAR Systems before Cin7 acquired it. Omni is the legacy product, built with a focus on EDI and retail environments. While Omni was designed with those native integrations in mind, Core is where the innovation’s at. It’s more modern, better supported, and the platform we recommend.
How long does implementation take?
3 to 6 months depending on complexity. If you have advanced manufacturing, forecasting, or multiple channels, expect 6. We do full process mapping and training, no shortcuts.
Can you just do the setup and hand it over?
Yes – but we prefer to partner through the first few months post go-live. That’s where the biggest value is: optimizing, coaching your team, and making sure data is actually usable.
Do we really need to fix our chart of accounts before integrating?
Yes. Otherwise the sync to QuickBooks will break or give you garbage data. Accounting needs to be clean and structured before you start connecting systems.
Can Cin7 handle our custom manufacturing or kitting?
Yes, but you may need Advanced Manufacturing. Simple assembly won’t allow manual serial tracking or work order management.
What does your monthly service include post-implementation?
Ongoing variance checks, usage audits, error triage, forecasting, system optimization, and team training. We become your system watchdog.
Can you manage the system for us?
Yes. If you want to get your team out of the day-to-day ERP and just work via workflows, we do that. We’ll own data integrity, syncs, and reporting.
Why is our inventory not matching between systems?
Typically a process issue. Either receiving isn’t done properly, or the 3PL is not synced correctly, or COGS settings are wrong. We diagnose this as part of our audit.
Do we need a 3PL integration or can we work manually?
You can work manually – but it won’t scale. If you’re doing over 500 orders/month, you need a tight 3PL integration.
What if our team doesn't know how to use Cin7?
That’s common. We tailor training and SOPs to your workflows, delivered remotely or onsite as needed, so teams know what to do, when to do it, and where to look when something breaks.
What's your pricing model?
We price based on complexity, not hours. Fixed fee implementation tiers (Light, Standard, Advanced), then monthly retainers based on scope. Our goal is to guarantee success, not track time.
Can we run demand planning or MRP from Cin7?
Yes – but only once your data’s clean, your team’s trained, and your processes are being followed. We treat MRP as a phase 2 deliverable.
We've already implemented Cin7 but it's a mess - can you help?
Absolutely. That’s most of our business. We specialize in cleanups, re-implementations, and turning half-working systems into a real operating platform.
What makes you different from other implementation firms?
We bridge accounting and systems. Most firms do one or the other. We ensure the tech stack actually works financially, not just operationally.
Can we connect Shopify, Amazon, Walmart and B2B orders into Cin7?
Yes, but you’ll likely need EDI or connectors like Crystal/SPS for some channels. We’ve done this many times and know the quirks.
Why is Cin7 so hard to implement?
Because you essentially implement an ERP that you can scale with for years. It requires clear processes, trained people, and correct configuration. It’s not plug-and-play.
What reports can we get out of this setup?
Custom profitability by channel, customer, SKU. Demand forecasts. Cash flow linked to operations. Inventory health. All built off real-time data.
We're not sure if we should keep Cin7 or switch - thoughts?
Let us audit it first. If the setup is salvageable, we’ll fix it. If it’s not, we’ll tell you straight. But in most cases, Cin7 is not the issue – it’s the setup.


