Step 1: User Guide
Get all the information you need about our features and workflows in our comprehensive User Guide.
Step 2: Connect Your Bank
Securely connect your bank accounts using Plaid to automatically import transactions in real-time.
Step 3: Upload Statements
Alternatively, you can manually upload your PDF bank statements. Our AI will extract the data for you.
Step 4: Chart of Accounts
Review your Chart of Accounts to ensure your financial categories match your business needs.