Getting started
Set up your business, connect the essentials, and land on Today with an empty queue card.
What the setup wizard covers
A guided setup walks through creating your business (legal name, an optional EIN, fiscal year, and whether you're cash or accrual basis), your industry, a chart of accounts built from your industry's template that you can edit before it's created, registering your bank accounts so you have something to reconcile against, connecting Stripe if you want to get paid by card, the forwarding address Nummio gives your business for receipts, inviting your team, and how your filing type maps to your tax export package.
You can leave the wizard at any point and pick it back up later. Nothing commits to your books until you confirm it — including the chart of accounts itself.
Your first weeks
Today is always your homepage. On the left is your cash: how much is on hand across your accounts, how it has moved this month, roughly how long it would last with nothing else coming in, and a curve of where the balance goes over the next 30 days, with the lowest point called out and what lands that day. Under it, each account with a one-line note — the next payment due, or a warning when a payment is bigger than what's in that account. On the right, "things need you": the few items that matter most, worst first, each with a time estimate and a button that does the thing in place — send a customer a nudge, record a transfer to cover a payment, sort the purchases waiting for a category, or finish closing the month. Below that, what Nummio handled without you this week. If you run more than one business, Today shows cash across all of them and one business's queue at a time, with a switcher at the top to pick which; My businesses in the sidebar ranks them by what needs you. The curve needs your scheduled payments to be useful — add them under Settings → Scheduled payments.
Picking a plan
- Foundation — one business, built for a freelancer or a single company filing on its own.
- Portfolio — up to three businesses, with intercompany entries, combined or consolidated reports, and entity groups.
- Holdings — up to eight businesses, for a holding company or a larger portfolio.
Every plan shares the same review queue, invoicing, reconciliation, reimbursements, unlimited team members, and External Accountant access. The difference is how many businesses you can run, and how much you can see across them.
Signing in
Sign in with an email and password, or with Google, Microsoft, or Apple. Everyone you invite chooses their own way in; a role is tied to the person, not to how they signed in.
Notifications
Anything that can't wait, such as a failed receipt or a support access request, arrives by email within minutes. Everything else is bundled into one digest at 8am your time. Settings → Notifications is where you set your morning, your quiet hours, how often the digest comes, the weekly summary day, and which anomaly checks run. Push notifications on iOS never carry a dollar amount; the figures wait behind sign-in.
On your phone
The iOS app has five tabs. Today shows the same ranked list you'd see on the web, your cash in the bank, and chips for what's waiting on you; a bell opens your notification inbox. Review is where you work the queue, swiping through proposals instead of clicking them. Capture lets you photograph a receipt on the spot. Money holds your expenses, invoices, and, for an Owner or Bookkeeper, an Approvals pane for reimbursements. Settings carries the same notification preferences as the web app. If you run more than one business, you land on a list of them and pick one before you see any of this.