MAKE YOURSELF AT HOME

Your first steps in Kontab.

Start with the business you have today. Add the details that matter, bring in your opening records, and try a familiar task.

  1. Set up your business.

    Choose the country, currency, and business details. Check your tax settings with your accountant.

  2. Choose your starting point.

    Starting fresh or moving from another system? Gather opening figures before adding transactions.

    Prepare your migration →
  3. Try everyday work.

    Add a customer, prepare an invoice, or record a cost. Review the fields and the result before posting.

    Explore the example walkthrough →
  4. Bring the right people in.

    Paid plans support team members with role-based access. Review reports with your accountant as you establish your routine.

Need a hand?

Tell us which task you are working on and what you expected to happen. You can also ask Genie how to use Kontab on a paid plan, within the AI allowance.

Get in touch ↗
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