Get more out of Fiskl
Guides for invoicing, banking, accounting, and the Fi AI CFO — everything you need to run your business finances.
Getting Started
Set up your company profile, connect your bank, import your data, and send your first invoice.
Invoicing & Quotes
Create professional invoices and quotes, schedule recurring billing, and get paid online.
Banking & Accounting
Sync your bank feeds, reconcile transactions, and keep your ledger and reports accurate.
New here? Start with a video
Accounting basics, shown in Fiskl
Want to understand how accounting works and how Fiskl does it for you? Watch the intro video series: short episodes, best watched in order.
Watch the series →For accountantsHow Atlas works
Run an accounting firm and want to know how Atlas is put together? Watch the Atlas intro video before you set up your first client.
Watch the intro →This guide introduces Fiskl's AI-powered accounting and invoicing platform and helps you find the right documentation for your role and workflow.
What is Fiskl?​
Fiskl is a comprehensive accounting platform designed for small businesses to manage:
- Invoicing and quotes: Professional, brand-aligned business communications
- Expense tracking: Automated scanning and categorisation
- Banking: Real-time sync with over 21,000 banks globally
How to Use This Documentation​
To help our support AI and your team find answers quickly, the site is organised into three pillars.
Getting Started​
Essential steps to set up your company profile, tax settings, and brand identity.
Core Features​
Detailed technical guides on managing your ledger, generating financial reports, and processing payments.
Settings and Integrations​
How to connect Fiskl to your existing bank accounts and third-party tools.
Need immediate assistance? Use the search bar (Cmd+K) to ask the AI assistant a specific question about your accounting workflow.