Pilot setup

Create a workspace and head straight into onboarding.

  1. 1. Create an account for the business owner or finance lead.
  2. 2. Bootstrap a workspace with the right currency and timezone.
  3. 3. Connect Xero and import overdue invoices.

Start your pilot

This page is ready for the next auth milestone: persisting a user, creating a workspace, and issuing the first authenticated session.