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Getting Started with Fiskl

This section explains how to set up your Fiskl account and helps you get started with invoicing, banking connections, and core accounting features.

Why Start Here?​

Fiskl simplifies financial management for small businesses and accountants. Whether you need to send your first invoice, connect your bank, or set up your Chart of Accounts, these guides provide a clear path to getting your account operational.

Key benefits of completing setup:

  • Send professional invoices to clients within minutes
  • Automate transaction imports from your bank accounts
  • Track expenses and income accurately from day one
  • Generate financial reports with confidence

Who These Guides Are For​

Business Owners and Freelancers​

Start with invoice basics to begin billing clients immediately. Then connect your bank to automate bookkeeping and reduce manual data entry.

Accountants and Bookkeepers​

Use the accountant-specific guide to set up your practice portal, invite clients, and manage multiple businesses from a single dashboard.

Teams and Collaborators​

Follow the core setup guides to understand how Fiskl organizes financial data. Then configure permissions and workflows for your team.

Key Concepts​

Understanding these concepts is essential for working with Fiskl:

  • Dashboard: Your central hub showing key metrics, recent activity, and quick actions. This is the page you see after logging in.
  • Chart of Accounts: The foundation of your accounting system. Fiskl provides pre-configured accounts based on your region and industry.
  • Multi-currency: Handle transactions in multiple currencies automatically. Fiskl converts amounts to your base currency using current exchange rates.
  • Banking Connections: Secure links to your financial institutions that automatically import transactions. Fiskl uses Open Banking protocols and never stores your bank credentials.
  • Base Currency: Your primary operating currency. All reports and totals display in this currency by default.

How Fiskl Works​

Fiskl connects three core areas of your business finances:

  1. Sales and Invoicing: Create professional invoices, send them to clients, and track payments. Connect payment gateways to accept online payments directly.
  2. Banking and Transactions: Link your bank accounts to automatically import transactions. Fiskl categorizes them and suggests matches to invoices and expenses.
  3. Accounting and Reporting: Every transaction updates your Chart of Accounts in real time. Generate financial reports including Profit & Loss, Balance Sheet, and cash flow statements instantly.

These areas work together to give you complete visibility into your business finances without manual data entry.

Your Setup Journey​

Most users follow this sequence:

  1. Complete your company profile - Add your business details, logo, and contact information
  2. Configure invoicing - Set payment terms, customize templates, and connect payment methods
  3. Connect your bank - Automate transaction imports and reduce manual work
  4. Review your Chart of Accounts - Ensure accounting categories match your business structure
  5. Create your first invoice or record an expense - Start using Fiskl with real transactions

You can complete these steps in any order based on your immediate needs. Each guide stands alone and takes 5-10 minutes to complete.

tip

If you're migrating from another system, start by connecting your bank and importing historical transactions. This gives you a complete financial picture from day one.

Available Guides​