Onboarding
Set up company profile, country context, and optional migration baseline before daily work starts.
What You Can Do
- Run guided setup for company identity, country, VAT context, and accounting mode.
- Use optional migration import template and preview warnings before applying data.
- Finish onboarding and continue with checklist guidance in the task area.
Important To Know
- You can skip migration at first and import later.
- Country and VAT choices influence defaults in multiple modules.
Related Features
Dashboard and Analysis
Track operational health, cash outlook, and performance signals with export-ready reporting depth.
OpenSettings Overview
Configure workspace defaults across profile, company, tax, automation, banking, integrations, and security.
OpenImports, Journal, and Tax Filing Prep
Handle statement imports, inspect chronological booking history, and track tax filing preparation states.
Open