Getting started

Three steps, about twenty minutes.

1. Connect a bank

Open Settings, choose Bank connections, pick your bank. You will be sent to the bank to approve read-only access. Transactions from the last 90 days arrive within a minute.

2. Import contacts

Upload a CSV with name, email and address columns, or paste from a spreadsheet. Duplicates are merged by email.

3. Send an invoice

Invoices → New → pick a contact → add lines → Send

The invoice carries a pay-now link. When the payment lands in the bank feed, it matches on its own and the invoice is marked paid.