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, fill in Company name, Country, Entity type, Books kept in and Reporting basis, then press Continue.
Step 3: On How do you want to start?, pick Move my books if you have history in another tool, or Start fresh if the company is new.
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.
- Your workspace has 14 days of Pro with no card. After that it moves to Free unless you add a card.