API reference
Endpoints, authentication and webhook payloads. Open →
Documentation
Documentation
Written by the people who built each module, with worked examples rather than field-by-field descriptions of forms you can already see.
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Create your company
Company details, financial year, base currency and logo.
Import your chart of accounts
From Excel, CSV or a SAGE export, with a dry run before commit.
Add users and roles
Assign module permissions and approval authority.
Open the first period
Post opening balances and lock everything before them.
Finance
Posting journals
Manual entries, recurring templates and correcting reversals.
Payables and receivables
Bills, invoices, part payments and ageing.
Bank reconciliation
Match, note discrepancies and preview the report before completing.
VAT and withholding tax
Automatic rates, manual override and the filing schedule.
Inventory
Items and barcodes
Create items, generate barcodes, set reorder points.
Batch, lot and expiry
FEFO picking and recall tracing.
Stock adjustments
Raise, approve and post — and why the approved quantity is the one that lands.
Valuation and cost layers
FIFO layers, landed cost and the stock-to-ledger tie-out.
People
Administration
Approval chains
Build a chain per company, per module, per amount threshold.
Audit and activity logs
What is recorded, how long it is kept and how to export it.
Backups and restore
Schedule, retention and point-in-time recovery.
Company switching
How scoping works and what consolidated views include.