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Practical guidance for your workspace. Find an answer and get back to your business.
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6 articles
- Getting started
Create your first company
Choose a workspace, add your company details, and keep each company’s records separate.
- Books
Import a bank statement
Upload a PDF or CSV statement and check the transactions added to your company’s books.
- Books
Review transactions and tax treatment
Check imported records, run categorization, and understand what still needs a review.
- Calendar
Use the compliance calendar
Find upcoming obligations, filter events, and add a reminder for work you want to track.
- Billing & teams
Manage your subscription
Review your plan, billing period, and workspace access before making a subscription change.
- Billing & teams
Work with client companies
Understand Firm workspaces, managed-client capacity, and your team’s access to companies.
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