From your first sign-in to a finished monthly report

The workflow

Create your company

Sign up with your email and choose your business type. Teammates join later with an invite code.

Let AI understand your business (optional)

Describe what you do. AI suggests income and expense categories — or skip it and start from the standard list.

Confirm your categories

Keep, rename, add or remove categories, then confirm. They are used in every form, chart and report from then on.

Add products, customers and suppliers

Give products a default price, unit and category so invoices fill themselves in.

Create or scan invoices

Build sales invoices from your products; upload supplier invoices and receipts to have their details read out.

Record transactions

Record expenses and revenue. Picking a company suggests the category you used with it before; you can always change it.

Analyse your figures

Follow the dashboard, drill into categories, or ask the AI assistant about your numbers.

Generate reports

Produce statements and a monthly report whose totals trace back to each transaction, invoice and document.

Checks along the way

Approvals

Spending and invoices can require sign-off above thresholds you set; nobody approves their own request.

Activity log

Creates, edits and approvals are recorded with who and when.

Supporting documents

Attach originals to records and see which records are still missing one.