Setup Guide: Your Path to Autopilot

Welcome! To get the full benefit of the system and put your bookkeeping on autopilot, we need to go through a short four-step setup process. This wizard will guide you through the essential configurations.

The Four Steps to Success

1. Company Profile

Here we lay the foundation by creating your company profile. You'll need to provide your company name, VAT/business number, and select your country. This ensures that VAT rates and currencies are handled correctly for your specific region.

2. Connect Mailbox

Connect your Gmail, Outlook, or other email via IMAP. This allows the system to automatically scan your inbox for invoices and receipts. Our AI will then extract the data and prepare it for your review.

3. Connect Bank

Establish a secure connection to your bank. This enables the system to automatically fetch your bank transactions, which can then be matched with your collected documents in the Cash Journal.

4. Connect Accounting System

The final step is to connect to your accounting software (e.g., Dinero). This allows your approved entries and their associated documents to be sent directly to your accounts, completing the automation loop.

Frequently Asked Questions

Can I skip a step? Yes, you can click "Skip and Continue" on any step except the first one. You can always complete the skipped steps later via the sidebar menu.

What is Demo Mode? Demo mode is perfect for exploring the system without connecting your own accounts. We provide example data for emails, bank transactions, and accounting so you can see exactly how the automation works.

Is my data secure? Absolutely. We use industry-standard encryption and secure protocols like OAuth2. We never see or store your bank or email passwords.

What if I have multiple companies? You can easily switch between companies or add new ones using the company selector in the sidebar. Each company has its own independent setup and data.