Complete Onboarding
Learn the essential steps to set up your AkountFly account efficiently.
Onboarding with AkountFly is quick and ensures your account is ready for accurate reporting from the start.
Business Profile: Provide your legal name, country, currency, and fiscal year start. Your country selection determines applicable tax rules.
Accounting Start Date: Choose the date from which you'll track finances in AkountFly. Transactions before this date require opening balances.
Opening Balances: Input balances for assets and liabilities as of your start date. If there are none, you can dismiss the reminder.
Business Tax Profile: Answer a few questions to establish your tax obligations, such as VAT registration and employer status.
Card Capture: A card is required to continue after the 7-day trial. You can update card details anytime in Settings → Payments.
Step-by-step
- 1Enter your business details
Give your business a name, pick the industry, and choose your country: the country sets your ledger currency and tax rules.
You can change the fiscal year if it differs from the calendar year.Complete Business Profile - 2Set Accounting Start Date
Select the date to begin tracking your financials.
Most users choose the start of the current or previous month.Set Accounting Start Date - 3Input Opening Balances
Record balances for each account as of your start date. If none, select 'I do not have any opening balance'.
Opening balances - 4Define Tax Profile
Complete the tax questionnaire to determine your tax obligations.
Define Tax Profile - 5Invite Team Members
Optionally, add team members like your accountant with appropriate roles.
Invite team