Docs & Help
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Getting started
Set up your business profile and see the dashboard in five minutes.
Setting up your account
Currency, branding, notifications. What each setting changes globally.
Your first invoice
Create, send and track an invoice from a blank client record.
Using the AI assistant
What it can do with your data, how usage limits work, and privacy rules.
Team management
Roles, permissions and shared workspaces on the Professional plan.
Troubleshooting
Expense imports, login issues, payment retries. The quick fixes first.
Step-by-step guides
Short, practical walkthroughs for the things you will actually do this week.
5 min read
From zero to dashboard in five minutes
Create your account and confirm your email — no credit card needed for the beta.
4 min read
Create, send and track your first invoice
Open Clients → pick a client (or create one) → New invoice.
6 min read
Keep inventory honest with low-inventory alerts
Create inventory items with a minimum quantity — the level at which you want to be warned.
5 min read
Ask, don’t click — working with the assistant
Open the floating assistant from any page in the app.
3 min read
Get out of your hair with notifications
The bell (top bar) collects low inventory, upcoming tasks and overdue invoices automatically.
4 min read
Import expenses from your bank CSV
Export a CSV from your bank (date, description, amount columns).
Privacy & account questions
Securely on our servers, tied only to your account. Each conversation belongs to exactly one user and is never visible to anyone else.
No. Your chat history is 100% private and isolated. Even our team cannot open another user’s conversations.
All chats are permanently deleted within 24 hours of account deletion (GDPR compliance).
Each conversation keeps the most recent 40,000 tokens of history. When the limit is reached, the oldest messages drop off on their own, so there is no need to delete messages or start a new conversation. You can still export or delete a conversation anytime from settings.
Still stuck?
A human reads every message. If something is down, tell us and we'll check it straight away.