Education
Starting out
Your first 5 steps
Up and running in under 5 minutes, then a light everyday habit.
1 min readCreate your account
Sign in with a 6-digit code — no password to remember.
1 min readSet up your business
Answer a few quick questions to get going.
1 min readA tour of your Home screen
See what your Home screen shows: money in and out, your setup checklist, and what needs attention.
1 min readFind your way around
The main areas, and what each is for.
1 min readThe 5 features to know first
Setup takes under 5 minutes — then you're going.
1 min readHome: your quick pulse check
A plain-language read on how your business is doing.
1 min readBookkeeping: your AI Assistant, on call 24/7
Your books, with an assistant ready day or night, on any device.
1 min readReceipts: snap a photo from your phone
Take a picture; we read the merchant, date, and total.
1 min readEducation & training: resources to help you succeed
Plain-English guides that give you the tools to run with confidence.
1 min readHow 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 readKeep 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 readReports: see where you stand
Your transactions turned into a plain-language picture, updated as you go.
1 min read10 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 readSetting 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 readHow 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