Getting started

1. Create your organization at Register, then confirm your email.
2. Subscribe from Organization → Billing ($18.99/month).
3. Open Guided setup: identity and logo, fiscal year and accounting basis, chart of accounts, funds, bank accounts, opening balances, approval controls, education programs, and certificate branding.
4. Invite your team from People & access and assign roles.
5. Want to practice first? From the account menu choose Add an organization → Open demo organization. Demo data is fully separate from your real records.

Still stuck? Contact us.