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Create your organisation and finish the first-run setup

Last updated Oct 29, 2026

Before you start

Signing up creates your real organisation, its first company and you as its first administrator. Your workspace starts empty: no sample data is loaded. Keep these details at hand:

  • the registered legal name, address, GSTIN and PAN of the company;
  • the work e-mail address you will sign in with;
  • the branches (plants, offices) where you keep assets.

Sign up

Open the sign-up page. The form has nine short steps, and your answers are saved after each step, so you can come back and continue in the same browser.

  1. Account. Enter your full name, work e-mail address and a password (at least the minimum length shown, with letters and digits). You become the first administrator.
  2. Organisation. Enter the organisation name and, if it differs, the registered legal name. Optionally add a registration such as a GSTIN or CIN, the industry and the number of employees.
  3. Country. The country sets the default currency, time zone, financial year and tax rules.
  4. Language. The primary language of the organisation. Every user can still pick a personal language later.
  5. Currency, time zone and financial year. Defaults come from the country. A company in India follows the April to March financial year.
  6. Company and administrator. Your first company (legal entity): company name, legal name, an optional company code, GSTIN, PAN, registered address, city, state and phone. Choose the user name you will sign in with.
  7. Plan. Choose a plan. The price shown excludes taxes; the price that applies is confirmed in your subscription before any payment.
  8. Terms and privacy. Read and accept the Terms of Service, Privacy Policy and Data Processing Agreement. The versions you accept are recorded with the time.
  9. Verify and finish. Enter the 6-digit code we e-mailed you, check your answers and click Create my organisation.

When it is done you can sign in with your user name or your e-mail address. Depending on the plan, the organisation is on a trial, active, awaiting payment (complete the first payment from Administration › Subscription) or waiting for a short review by our team, in which case we e-mail you when it is active.

Choosing a country sets defaults only. It does not by itself confirm local legal or tax compliance; an administrator confirms the rules in the company settings.

Run the setup assistant

After your first sign-in, the setup assistant (Set up your organization) guides you through the remaining steps. You can leave with Continue later and come back from the reminder in the workspace.

  1. Legal entity. Confirm the legal details. They appear on registers, reports and documents.
  2. Currency and financial year. Check the base currency and the financial year start. The base currency is fixed once assets are capitalised.
  3. Branches. Add at least one branch with its code, name, city and state. Locations, users and assets are placed under branches.
  4. Locations, categories, users and import. Optional now: open each area to add locations, review asset categories, invite users and import your existing register.
  5. Review and finish. Click Finish setup. The legal entity and at least one branch are required.

Only an administrator of the organisation can run the setup.

Tips

  • Do the setup in this order: company, branches and locations, categories, users, then the asset import. Imports need the masters they refer to.
  • Agree the useful lives and income-tax rates of your categories with your auditor before your first depreciation run.

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