Set up Accountable in 15 minutes
Create your account, add your company, bring your old books or start fresh, and connect your bank. Accountable categorizes everything that comes in.
Before you start
- Your work email.
- Your company's legal name, country and entity type.
- Admin access to your bank or card dashboard (Mercury, Brex, Ramp) or a recent statement file.
Steps
Step 1: Go to accountable.im/signup, type your work email and press Continue with email. Type the 6-digit code from your inbox.
Step 2: On Set up your company, type the Company name and press Continue. United States, USD and accrual are set for you; press Change country, entity type, currency or basis to change them.
Step 3: On How do you want to start?, pick Link your bank to start today, or Move my books if you have history in another tool.
Step 4: On Home, press Connect accounts (or open Settings › Banks, cards and payroll) and press Connect an account. Pick your bank or card and follow its steps, or press Import file to upload a statement.
Step 5: Open Transactions. Accountable has already categorized what came in, with the reason in each row's panel. Answer anything on the Needs review tab; each answer can become a rule.
Step 6: Invite your CPA from Settings › Members and roles. The Accountant seat is free.
What happens next
- New transactions post within minutes of reaching your bank feed.
- At 12:05 AM on the 1st, the Bookkeeper runs last month's close and sends you one batch to review and approve.
- After you set up your company, add a card to start 14 days of Pro for $0, or continue on Free and start the trial later from any page.