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Education

Starting out

Your first 5 steps

Up and running in under 5 minutes, then a light everyday habit.

1 min read

Create your account

Sign in with a 6-digit code — no password to remember.

1 min read

Set up your business

Answer a few quick questions to get going.

1 min read

A tour of your Home screen

See what your Home screen shows: money in and out, your setup checklist, and what needs attention.

1 min read

Find your way around

The main areas, and what each is for.

1 min read

The 5 features to know first

Setup takes under 5 minutes — then you're going.

1 min read

Home: your quick pulse check

A plain-language read on how your business is doing.

1 min read

Bookkeeping: your AI Assistant, on call 24/7

Your books, with an assistant ready day or night, on any device.

1 min read

Receipts: snap a photo from your phone

Take a picture; we read the merchant, date, and total.

1 min read

Education & training: resources to help you succeed

Plain-English guides that give you the tools to run with confidence.

1 min read

How to Set Business Goals That Actually Help

Learn how to set clear, realistic business goals that guide your daily decisions instead of sitting forgotten in a drawer.

3 min read

Keep Your Business and Personal Money Separate

Mixing business and personal spending causes tax headaches and hides how your business is really doing. Here is why to separate them and how to start.

2 min read

Reports: see where you stand

Your transactions turned into a plain-language picture, updated as you go.

1 min read

10 Things You Need to Start a Business

A simple checklist of the 10 things every first-time business owner should have in place before opening for business.

3 min read

Setting Business Goals That Actually Help Your Small Business

Learn how to set clear, realistic goals for your micro business that guide your daily decisions and help you grow.

2 min read

How to Write a Simple Business Plan

A plain-language guide to writing a business plan that actually helps you run your business, not just a document that sits in a drawer.

3 min read