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Getting Started as a Business Owner

This guide takes you through the essential steps to set up Fiskl for your business. Each step links to a guide with the full details.

Why These Steps Matter​

Completing these steps automates your bookkeeping and gives you an accurate, real-time view of your business finances.

What you'll set up:

  • Automatic transaction imports from your bank accounts
  • Professional invoices that clients can pay online
  • Accurate company, accounting, and tax details
  • Access for your accountant

Essential Setup Steps​

Complete these steps in order. Most take 5 to 10 minutes.

1. Connect Your Bank​

Connecting your bank imports your transactions automatically, so you don't have to enter them by hand.

  1. Go to Banking in the left navigation
  2. Select Connect Bank
  3. Select your provider, then search for and select your bank
  4. Follow the secure authentication process on your bank's website
  5. Select which accounts to connect

If you take payments through Stripe, connect it too, from Integrations > Payments. Your Stripe payments, fees, and payouts then import automatically alongside your bank transactions.

Learn more: Connecting Your Bank

2. Set Up Invoicing​

Set up your invoices so they look professional and are easy for clients to pay.

Learn more: Creating Your First Invoice

3. Complete Your Company and Accounting Settings​

Accurate business details make sure your invoices, reports, and tax filings are correct.

  • Company Settings — Add your company name, address, logo, registration number, and time zone
  • Accounting Settings — Set your fiscal year and accounting method (cash or accrual)

Your base currency is set when you register and can't be changed afterwards.

4. Set Up Your Taxes​

Setting up your taxes makes sure tax is calculated and reported correctly from day one.

In Tax Management, add your tax agencies and tax rates, such as VAT, GST, or sales tax. Fiskl includes common tax rates for your region, so review them and add any you need.

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Tax rules vary by country and region. Check with your accountant or tax advisor that your setup meets your local requirements.

5. Review Your Chart of Accounts​

Your chart of accounts is the list of accounts your transactions are recorded in. Fiskl sets one up for you based on your region and industry, and most businesses can use it without changes.

Go to Accounting > Chart of Accounts to review it. You can add accounts for your business, and archive any you don't need.

Learn more: Chart of Accounts

6. Invite Your Accountant​

Give your accountant secure access to your books. Accountants work with Fiskl through Fiskl Atlas, which is free for accounting firms.

  1. Ask your accountant for their firm's branch email
  2. Select the three dots next to your company name at the bottom of the left menu, then select External Access
  3. Select Invite Accountant
  4. Enter the branch email in Accountant Email, then select Send Invitation

Learn more: Inviting Your Accountant

Get Help From Fi​

Fi is Fiskl's AI assistant. It can recommend setup steps for your business, guide you through tasks, and answer accounting questions using your own data.

To ask Fi a question, select Ask Fi at the top right of the page.

Learn more: Fi AI CFO

What's Next​

Once you're set up, a regular routine keeps your books up to date:

  • Daily — Send invoices, record expenses, and review new bank transactions
  • Weekly — Categorise transactions and follow up on overdue invoices
  • Monthly — Reconcile your bank accounts and review your reports
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Your Dashboard gives you a quick view of your business, including revenue, expenses, outstanding invoices, and cash flow.

Need More Help?​