Implementation & setup guides for fintech software

An implementation guide for fintech software should take the person rolling out the product through every setup step in order, with the exact values to enter, a screenshot of each field and a check that each step worked. Include:

• What's needed before starting: admin access, accounts in connected systems and the people who own each step.
• Every setup step, in order: connect your accounting software, set up the NetSuite connection with the right settings, sync employees from your HR system so new hires get cards, create an API token with only the access you need, send payment and account events to your own system and connect your account to an AI assistant through MCP (Model Context Protocol).
• Exact values and screenshots. Field names, settings and where to paste each value, so nothing is left to guesswork.
• Sensitive values handled safely. Company names and similar details should be test values in the guide, never real ones.
• A check after each step, so problems surface during setup rather than after go-live.
• Where to get help if a step fails.

Trainn's step-by-step guide generator writes each step and captures each screenshot from a single recording.

Mostly step-by-step guides, with short videos only where a step needs explaining. Setting up fintech software means copying exact values into the right fields, and people copy more accurately from a written step with a screenshot than from a paused video. A practical split:

• Use guides for exact settings, such as “connect your accounting software” or “set up the NetSuite connection with the right settings”. Each step gets a screenshot of the exact field.
• Use a short video to explain why a step matters, or what happens next, when text alone would leave people guessing.
• Make both from one recording. Trainn produces the video and the written guide together, so each person can use the format they prefer.
• Make it clickable when people should practise. Publish the same recording as an interactive guide.

See how to turn screen recordings into SOP documentation.

Update only the steps a product change affects, instead of re-recording or rewriting the whole guide. Most changes to fintech software move one screen or rename one setting, so most of each guide stays correct:

• Know what triggers updates, for example: accounting partner changes its connection, netSuite permission changes and new HR system supported.
• Replace only the changed steps. In Trainn's guide editor you can edit a single step and its screenshot; in videos, the clip-by-clip editor replaces only the clip that changed.
• Keep the same link. Every place the guide is shared, from the help center to onboarding emails, shows the updated version.
• Keep translations in step. Linked Videos update translated copies of a video when you change the original.

For a review schedule, see how often to update step-by-step guides.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your fintech software, such as “connect your accounting software”, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.