Help Center

Sign up for a free trial account. No credit card required.

• Visit the signup page and enter your business information
• Choose your primary language (English or French)
• Verify your email address

Set up your organization profile and preferences.

• Add your company logo and details
• Select your industry (Bakery, Church, Auto Repair, etc.)
• Set your default currency and timezone
• Configure your fiscal year

Securely link your bank accounts using Plaid for automatic transaction syncing.

• Click "Add Bank Account" in the Accounts section
• Search for your bank and enter credentials
• Select which accounts to sync
• Or manually add accounts if your bank isn't supported

Organize your finances with custom categories and tags.

• Review default categories or create custom ones
• Create tags for projects, clients, or departments
• Mark tax-deductible categories

Add team members and set their permissions.

• Go to Team section and click "Invite Member"
• Assign roles (Admin or Member)
• Set feature-level permissions as needed