5-Minute Setup Checklist
What to prepare before you sign up, what the guided setup covers, and what happens the moment you finish. Most business owners are ready to send their first invoice before the coffee cools.
Preparation
Before You Start
You do not need to gather everything. Only the business name is required to begin. Everything else can be added or changed later in Settings.
Business Name and Address
The legal business name and mailing address you want on invoices, reports, and tax documents.
Logo (Optional)
A PNG or SVG logo file if you want branded invoices, client portals, and reports right away.
Online Banking Credentials
The username and password for the business checking account and any credit cards you want to connect.
Payment Processor Preference
Decide whether you will collect invoice payments by bank transfer, card, or check — you can change this later.
Team Email Addresses
Names and emails for your accountant, admin, or team members you want to invite during setup.
Tax and Fiscal Details
EIN or SSN, fiscal year (most businesses use January–December), and accounting method (cash or accrual).
The Flow
What the Setup Wizard Covers
Eight quick steps. Each one has sensible defaults, so you can move fast and refine later.
- 1
Business Profile
Workspace name, address, and contact details.
- 2
Branding
Logo, brand colors, and invoice styling.
- 3
Fiscal Year
Currency, fiscal calendar, and accounting method.
- 4
Invoicing
Prefix, starting number, default terms, and payment options.
- 5
Books
Chart of accounts template and opening-balance date.
- 6
Payroll
Pay frequency and funding account — optional, can be skipped.
- 7
Team
Invite accountant, admin, or members — optional, can be skipped.
- 8
Ask Alice™
Optional voice preference and first question suggestions.
After Setup
What Happens Next
Once you finish the wizard, your workspace is live. Here is what starts working automatically.
Transactions Import Automatically
Connected bank and card feeds begin importing within minutes. Ask Alice™ can categorize them for you.
You Can Send Your First Invoice
Use your new prefix, branding, and payment settings to bill a client immediately.
Your Books Are Ready
The chart of accounts is live and the general ledger is waiting for your first entries.
Security and Permissions Are On
Role-based access, row-level security, and audit logging are active from day one.
Invited Team Members Can Join
Admins, accountants, and members receive email invites with secure workspace links.
Advanced Features Stay Available
Bank reconciliation, payroll runs, IRA tracking, and reports can be turned on whenever you are ready.
Ready for Your 5-Minute Setup?
Create your workspace, connect your accounts, and send your first invoice — all in about the time it takes to finish a cup of coffee.
No credit card required. Cancel or adjust your workspace settings at any time.