Starting out

Set up your business

Answer a few quick questions to get going.

A few quick questions so Fulkrum fits how you work. Nothing here is locked in.

  1. Enter your business name.
  2. Choose your business type (LLC, sole proprietor, and so on) and tell us what you do.
  3. Answer a couple of questions about your business.
  4. Finish, and you're taken to your Home screen.

You can change any of this later from your business profile, so don't worry about getting it perfect now.

What happens next — Home becomes your setup guide, walking you to the next step, like connecting a bank.