How it works
Sign in, choose the business, bring the records, review the foundation.
Activation sequence
Interrupted setup resumes without duplicate users, CRM contacts, employees, Worlds, subscriptions, or charges.
- 01IDENTITY VERIFIED
- 02USERNAME RESERVED
- 03CRM RELATIONSHIP LINKED
- 04CUSTOMER WORLD SELECTED
- 05EMPLOYEE TYPE 1 CONFIRMED
- 06SUBSCRIPTION ENTITLEMENT CONFIRMED
- 07ROLES CONFIRMED
- 08FINANCE WORKSPACE ACTIVATED
Document to foundation
Upload only inside the authenticated workspace. Tax returns are a foundation—not invented books.
- 01secure authenticated upload
- 02quarantine and file validation
- 03document and entity identification
- 04source linked extraction
- 05normalization
- 06account and field mapping
- 07financial validation
- 08user accountant review
- 09approved core population
- 10reconciliation