Getting started

From a new account to a company ready for setup: sign up, create the company, then check setup readiness.

Part: SetupIn the app: Create account › Choose company

Document flow

  1. Create account
  2. Create company
  3. Home
  4. Setup readiness

Tutorials

  1. Create your Finday account

    A Finday account ready to create or join a company.

    4 steps

  2. Create your company workspace

    A new company is created with a trial, a chart of accounts, a warehouse and basic rules ready.

    4 steps

  3. Sign in and choose a company

    Sign in to Finday and work in the right company when you have more than one.

    3 steps

  4. Reset your password

    A new password set without help from an admin.

    3 steps

  5. Check setup readiness

    One page that shows what still needs setting up before the company starts transacting.

    4 steps

Something still unclear?

Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.