Getting started

Account, company, users, import

• Create your account and companySign up with your company name, email and password, confirm your email, and start your free trial. No payment card is needed.
• Set up your company: TRN, address, logo, signature and stampEnter your TRN, address and contact details, then add the logo, signature and stamp that print on your invoices and other documents.
• Invite users and set their rolesInvite people to your company by email, choose the role that sets what they can do, change a member's role, and manage their access later.
• Give your accountant or accounting firm accessInvite your own accountant as a user, or approve an accounting firm's request to work in your books. You can remove access at any time.
• Move your data from another accounting platformImport your customers, suppliers, opening balances, documents and payments from CSV or .xlsx files, in the right order, with a preview before anything is saved.

Other topics

• Sales
• Purchases
• Banking and accounting
• VAT, Corporate Tax and eInvoicing
• Payroll and WPS
• Frequently asked questions