Getting Started

Create Your Workspace

Sign up, name your workspace, and land on your dashboard in under a minute.

Invite Your Team

Add teammates as owners, admins, or members so they can help run the books.

Set Your Branding

Upload a logo, choose brand colors, and CheckSmith.ai matches your business.

Choose Your Plan and Modules

Pick a subscription tier and turn on only the modules you need.

Meet Ask Alice™, Your Built-in Assistant

Ask Alice™ answers plain-English questions about your own books, guides you through setup, and can read steps aloud.

Ask Alice™ Onboarding Checklist

A quick-start checklist to turn on Ask Alice™, grant the permissions she needs, and ask your first questions.