Help & Support

Create an account with your email and a password. Once signed in, open Settings to review your business details, then start with your dashboard, customers, and opening transactions.

Review your business details and chart of accounts, add your customers and suppliers, and bring in your transactions. Review the entries before using your reports to make decisions.

Yes. Choose Email code on the sign-in page, enter your email address, and request a six-digit code. Check your inbox and spam folder. Use Resend code when the countdown finishes if you need another code.

On the sign-in page, choose Password, then Forgot password. Enter your account email, request the reset code, and follow the prompts to choose a new password. Never share your password or verification codes with support.

After signing in, open Invoices and choose the action to create an invoice. Select your customer, enter the line items and payment details, and review everything before sending it.

Open Banking or Bank Connections in your workspace to review the available connection and import options. Review transaction matches and categories before reconciling your books.

Use the AI Accountant in your workspace to ask questions about your books and get help with accounting tasks. Be specific about the business, date range, and report you need. Review the response and any suggested changes before acting on them.

Open Reports in your workspace to find your available financial reports. Choose the reporting period and check that your transactions and account balances are up to date.