Make room for your business.
Request early access. Once invited, set up your business profile and reporting preferences in Boolance.
Bring in your accounts.
Connect a supported institution through Plaid, or use the import workflow. Check dates and balances before adding overlapping records.
Give each transaction a home.
Review income and expenses, choose categories, and separate transfers from revenue. Check unfamiliar activity against the source.
Take your first look.
Reconcile your account to a statement, then open your financial reports. Your ledger is the starting point for every view.
Keep going.Bookkeeping basics