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Getting Started with Fiskl

This section helps you set up Fiskl and find the right guides for how you'll use it.

Where to Start​

If you areStart with
A business owner or freelancerGetting Started as a Business Owner — Six steps to set up Fiskl for your business
An accountant or bookkeeperAs an Accountant — Accountants work with clients through Fiskl Atlas, a free portal for accounting firms
Joining someone else's Fiskl accountTeam & Permissions — How roles and permissions control what you can see and do

If you're moving from another system, connect your bank first and import your historical transactions. This gives you a complete financial picture from day one. See Importing Bank Statements.

Key Concepts​

  • Dashboard — Your central hub, with key figures, recent activity, and quick actions. It's the first page you see after signing in.
  • Chart of Accounts — The list of accounts your transactions are recorded in. Fiskl sets one up for you based on your region and industry.
  • Base currency — Your main operating currency. Reports and totals show in it by default. It's set when you register and can't be changed afterwards.
  • Multi-currency — Fiskl handles transactions in other currencies and converts them to your base currency.
  • Banking connections — Secure links to your bank that import transactions automatically. Fiskl never stores your bank login details.

How Fiskl Works​

Fiskl connects three areas of your business finances:

  1. Sales and invoicing — Create and send invoices, and get paid online through payment gateways
  2. Banking and transactions — Import transactions from your bank, then categorise them and match them to invoices and expenses
  3. Accounting and reporting — Every transaction updates your accounts in real time, so reports such as Profit & Loss and the Balance Sheet are always current

Because these areas are connected, your books stay up to date without manual data entry.

Available Guides​