How Do I Set Up For My Business?

Business Basics
Business Operations
How Do I Set Up For My Business?

If you're looking to streamline your business's billing and payment processes, then setting up could be the solution you're looking for. is a cloud-based platform that allows businesses to manage their accounts payable and accounts receivable in one convenient place. Here's a step-by-step guide on how to set up for your business:

1. Sign up for an account:

The first step is to sign up for a account. You can do this by visiting their website and entering your business information. You'll need to provide basic details such as your business name, address, and contact information.

2. Add your bank account:

Once you have created an account, you'll need to link your business's bank account to This will allow you to make payments directly from your bank account and receive payments seamlessly into your account.

3. Set up your vendors and customers:

Next, you'll need to add your vendors and customers to This will allow you to easily track who you need to pay and who owes you money. You can import your vendor and customer lists or manually add them to the platform.

4. Customize your payment settings: offers flexibility in how you want to send and receive payments. You can choose to pay vendors via ACH, wire transfer, or check. You can also set up recurring payments or payment reminders to ensure you never miss a payment deadline.

5. Automate your invoicing process:

With, you can automate your invoicing process by setting up recurring invoices for your customers. This will save you time and ensure that your customers are billed promptly and accurately.

6. Review and approve payments:

Before making any payments, it's essential to review and approve them. allows you to set up approval workflows, so payments are not processed until they have been reviewed and approved by the appropriate team members.

7. Monitor your cash flow:

One of the key benefits of using is the ability to monitor your cash flow in real-time. You can easily track payments made and received, view outstanding invoices, and generate reports to help you make informed financial decisions.

By following these steps, you can set up for your business and enjoy the benefits of streamlined billing and payment processes. With its user-friendly interface and powerful features, is a valuable tool for any business looking to improve their financial management.

State Filing Fee
Registered Agent
Prepared for Me
No items found.
Mentorship Icon

Business Courses coming soon! 

We are launching courses on entrprenureship, marketing, business operations, and SaaS. Sign up to receive an email about when the courses go live. We will be giving away copies of the courses to some of our email subscribers.