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Getting started

Use this guide when a company workspace is new or when a team member is learning where the main accounting work lives.

Before you begin​

Have these details ready:

  • company name and organization number
  • fiscal year and VAT period
  • the bank account used for business transactions
  • access to the inbox, bank, accounting system, or payment provider you want to connect

First setup​

  1. Open the workspace and confirm that the selected company is correct.
  2. Open Dashboard and check whether documents, bank transactions, or review tasks are already waiting.
  3. Open Integrations and connect the sources you will use first: email inbox, bank connections, Fortnox, Stripe, Shopify, Telegram, or WhatsApp.
  4. Upload or sync a small batch before importing a larger backlog.
  5. Open Inbox and review the first suggested drafts.
  6. Check Reports after reviewed work has been posted.

Daily routine​

Start from Dashboard, open the highest-priority item, and finish one queue at a time. Use Files for source documents, Bank Transactions for reconciliation, Inbox for pre-post review, Bookkeeping for posted-ledger follow-up, and Reports for financial overview.

When to ask for help​

Ask a workspace admin before connecting a new external system, changing company settings, or posting entries you do not understand.