Setting up your company
Complete the guided onboarding: company profile, base currency, chart of accounts, and opening balances.
Company onboarding walkthroughVideo walkthrough coming soon · ~5 min
The onboarding wizard
When you first sign in, the onboarding wizard walks you through the essential setup so your books are ready to use.
- Enter your company profile: legal name, address, and fiscal year start.
- Choose your base currency. All reports are presented in this currency; foreign-currency transactions are converted using exchange rates.
- Select a chart of accounts template for your industry, or start from a standard template.
- Add your bank and credit card accounts.
- Enter opening balances as of your start date so your first reports tie out.
- Optionally generate sample data to explore the app before going live.
Resuming later
You can leave onboarding at any time and resume from where you left off — a banner on the dashboard links you back to the next incomplete step.
Your base currency cannot be changed after transactions exist, so choose carefully during setup.