Use these steps after you start your 7-day free trial. No credit card is required.
1. Create your business profile
Add your business name, currency, and logo so invoices look professional from day one.
2. Add customers and products
Save the people you bill and the items or services you sell. You can import lists later as you grow.
3. Send an invoice or estimate
Create an estimate, convert it to an invoice, and record payment when money arrives.
4. Record expenses and bills
Log supplier bills and day-to-day expenses so profit and loss stays accurate.
5. Invite your accountant
Add a team member so your accountant can work in the same books instead of waiting for a spreadsheet.
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