When you sign up, a short setup wizard walks you through configuring your organisation so the rest of the platform is ready to use.

  1. After verifying your email, you land on the Organisation Setup wizard.
  2. Enter your organisation name — this is the name that appears across the platform, on invoices, and in client-facing emails.
  3. Select your default currency. This becomes your reporting currency and the default for new invoices.
  4. Select your country (pre-filled from your location). This is used for tax defaults and public holiday calendars.
  5. Click Next.
  6. Choose your organisation type: Accounting & Audit, Legal & Corporate, or Other. Your choice seeds a set of default services and workflow templates tailored to that profession — you can edit or delete them later.
  7. Click Next.
  8. Optionally enter the email addresses of teammates you want to invite straight away. You can skip this and invite people later from Settings > Users.
  9. Click Finish Setup.

You are taken to your dashboard with a default workspace ready to use. A Getting Started entry appears in the sidebar to guide you through the next configuration steps; you can dismiss it at any time.

Important: Your reporting currency is locked once the first invoice is created. You can still issue invoices in other currencies — they will be converted to your reporting currency in reports.

Tip: Want to change your organisation name, address, brand colour, or logo later? Go to Settings > General. To switch between multiple organisations you belong to, use the organisation dropdown in the top right of the page.