How to Get Started

If you’re ready to upgrade your financial process,
here are three steps to get you started in less than ten minutes…

Create Your Account

Load up our app and create an account. It only takes a minute and you can get started for free.

Connect your
Tech Stack

From the app, follow the link to connect other services like Quickbooks and Stripe. Once connected, they’re available from anywhere.

Install the Plugin

Install our spreadsheet add-in for either Excel or Google Sheets. Launch our sidebar and check out all the functionality you can access right off the bat!

Make things easier on yourself

You don’t need to create everything for yourself. Our platform is a sandbox to build whatever you want, but we’ve also got a lot of highly customizable automation templates ready to use in our template center.

Why not start by trying out one of these pre-built solutions as a taste of what’s to come?

Not Sure? Let Us Help.

We’re pros at using tools to automate complex processes.
If you’d like a free consultation, or if you just don’t want to set things up yourself, let us be your automation resource.