Help Center/After Onboarding
3 articles

After Onboarding

What happens once setup is done — and why your books look the way they do in the meantime.

ArticleUpdatedRead
01
Why books look offGuide
High margins, odd net profit, and 'not tax-ready yet' — what's normal and when your numbers become final.
2026-06-202 min
02
Finalized books
What finalized books means, why reports can change before close, and what to check before relying on a month.
2026-07-062 min
03
Meet your dedicated bookkeeper
How ongoing bookkeeping works after onboarding — your point of contact, monthly cadence, and communicating in-app.
2026-07-062 min