Education
Plain-language guides for running your business.
No jargon. Written by our accounting team, for exactly where you are in the journey.
Starting out 17 articles
See all →Your first 5 steps
Up and running in under 5 minutes, then a light everyday habit.
How to use Fulkrum
A simple, step-by-step guide to getting started with Fulkrum, from creating your account to seeing whether your business is making money, in plain language.
Create your account
Sign in with a 6-digit code — no password to remember.
Set up your business
Answer a few quick questions to get going.
Bookkeeping basics 34 articles
See all →Bookkeeping in Fulkrum
Your books, without spreadsheets or jargon: connect your account, let Fulkrum sort your transactions, and confirm a few simple questions. Here's exactly how bookkeeping works in Fulkrum.
Connect your bank
Transactions pulled and sorted every day.
Upload a statement
Bank or credit card, when you'd rather not connect.
Review & approve transactions
Your "waiting on you" list, explained.
Hiring & payroll 6 articles
See all →Invite a teammate
Invite someone to your business and choose exactly which areas they can see.
Give your accountant access
View-only Reports, or full if they keep your books.
Give access to only what they need
Choose exactly which areas they see.
Add a receipts-only employee
Let staff submit receipts — and nothing else.