Docs
Reference guides for every part of the app — how to set each one up, the order that actually matters, and what it does and doesn't do.
Automatic Data Health
What runs quietly in the background every day to keep your data clean and correct.
Bank Accounts & Transactions
Where your real bank accounts, deposits, withdrawals, and transfers live.
Break-Even & Payback
How to see when your business — or a venture you're planning — starts paying for itself, plus NPV and IRR for a deeper look.
Chart of Accounts
The full list of accounts every other module posts against, how it is seeded, and how to reorganize it.
Chatting With Your Team
How to use the Company room, direct messages, and groups — plus attachments, voice notes, voice calls, and read receipts.
Company & App Settings
Company basics, enabled modules, accounting mode, and login branding.
Financial Reports & Statements
Where your Trial Balance, P&L, Balance Sheet, Cash Flow, and other statements live.
Handling Expense Reimbursements
Submit, approve, and pay someone back for money they spent out of pocket.
Handling Expense Reimbursements
Submit, approve, and pay someone back for money they spent out of pocket.
Importing & Exporting Data
How to bring in a batch of records or download what is already on file.
Invoicing & Getting Paid
How to create an invoice, get it approved and posted to your books, and record customer payments.
Journals & the General Ledger
Where every double-entry journal in your books lives, and how the financial statements are built from it.
Managing Categories
A shared list of category names used across the app, built for you automatically as you work.
Managing Communications
How to run a conversation thread and know when a message sends a real email.
Managing Contacts
How to add, find, and organize customers, vendors, and everyone else you deal with.
Managing Files
How to upload a file and link it to a real record elsewhere in the app.
Managing Items
Reusable pick-list templates that pre-fill your Income and Expense entry forms.
Managing Products
How to add a product or service, set pricing and stock tracking, and add variants.
Managing Projects
How to create a project and track real costs and tasks rolling up to it.
Managing Tasks
How to create, assign, and track tasks, on their own or linked to a project.
Managing Users & Access
Control who can sign in to a company, what role they hold, and what they can see and do.
Managing Your Team
How to build your employee roster and set what each person is paid.
Manufacturing: Bills of Materials & Work Orders
How to define what a finished good is made of, then run a work order to turn raw materials into real, sellable stock.
Ordering & Paying Vendors
How to create a purchase order, receive goods, get billed, and pay vendors.
Reading the Audit Trail
A read-only record of what happened in your company and who did it.
Recording Expenses
A filtered view of your bank transactions, showing only the money that went out.
Recording Income
A filtered view of your bank transactions, showing only the money that came in.
Running Payroll
How to set up employees, run a pay cycle, post it to your books, and actually pay people.
Running the POS Terminal
How to open a register, ring up a walk-in sale, reconcile the cash drawer at close-out, and run your own online store with optional Paystack checkout.
Setting Up Companies
How to create a company and switch your active company.
Smart Capture
Paste or share a bank/MoMo receipt and it reads the amount, date, and reference for you, ready to confirm as a real transaction.
SSNIT & Pensions
How to turn on real Ghana SSNIT contributions for Payroll, and how to set up your own self-employed contribution plan if you work for yourself.
Strategy Board
How ideas get pitched, discussed, and vetted on the board, then turned into a real project.
Tax: Ghana VAT, NHIL & GETFund
How to activate Ghana tax rules, customize every rate to match your own tax adviser, and see VAT/NHIL/GETFund split out on your invoices and books.
Today’s Tasks
The daily planning ritual, reporting on past days, and letting someone plan your day for you.
Tracking Attendance & Leave
How to set up leave types, record attendance, and request and approve leave.
Tracking Budget vs. Actual
How to set a spending or income target and see it compared live against your real records.
Tracking Deals with CRM
How to move a deal through your sales pipeline on a kanban board, log activity, and see it become a win or a loss.
Tracking Fixed Assets
How to record equipment, vehicles, and property, let depreciation run automatically, and dispose of an asset when you sell or scrap it.
Tracking Inventory
How to set up a warehouse, add an item, and record stock movements.
Tracking Investments
How to record a holding, put more money in or take it out, and keep its value current.
Tracking Loans
How to record money lent out or borrowed, track repayments, and keep both sides posted to your books.
Tracking What Customers Owe You
A live view of your unpaid Sales invoices.
Tracking What You Owe Vendors
A live view of your unpaid Purchase orders.
Using Tags
How the tag suggestions on Contacts, Projects, and Tasks are built as you type them.
Using the AI Assistant
How to connect an API key, turn a pasted notification into a real record, and ask about your finances.
Using the Notification Bell
What lands in your notification bell, and how to open, read, and clear it.
Your Dashboard
A real-time, read-only view of your cash position, pulled live from your other modules.
Your Plan & Subscription
How to check your trial, subscribe to a plan, and manage your own account's billing.