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What if I'm not comfortable using the app yet?

That is exactly what the free onboarding session is for. Most new customers feel a bit lost on day one - the app has a lot of features and it takes a few sessions to find your rhythm.

What helps:

  • Book the onboarding session early - 45 minutes with the team, walking through your specific setup. Book here.
  • Watch the demo videos - linked from the orange Demo Videos button in the top right of each app section
  • Live chat anything at any time - bottom right corner, Monday to Friday 9am to 5pm
  • Take it one section at a time - get bank reconciliation working first, then expenses, then invoicing

If you want a second walkthrough after the first onboarding session, ask the team - the onboarding specialist can do follow-up sessions for as long as you need.