Help & Documentation

Create, send, and track your first customer invoice

Import statements and reconcile with AI matching

Run pre-close checks, adjust entries, and lock the period

Add employees, configure tax, and run your first payroll

Create companies and generate consolidated reports

Train the AI to auto-categorize bank transactions

Design your account structure for clean reporting

Handle foreign currencies, exchange rates, and FX revaluation

Employee setup, pay schedules, deductions, and tax filing

1099s, VAT, GST, BAS, and more across 6 countries

Set up roles and control access for your team

Invoice lifecycle, recurring invoices, credit notes, and collections

Bill approvals, purchase orders, payments, and vendor credits

Bank imports, AI matching, reconciliation, and OCR scanning

P&L, balance sheet, cash flow, budgets, and consolidated reports

Double-entry bookkeeping, adjusting entries, and audit trail

Asset registration, depreciation methods, and disposal

Upload documents, AI-powered OCR, and batch processing

Expense tracking, reports, approval workflows, and receipt capture

Inventory items, stock tracking, and valuation methods

Time entries, project tracking, and billable hours