Quickstart
Four steps take you from signing up to a set of books that keeps itself current.
1. Create your business profile
T:0 uses the website you provide at sign-up to learn about your business, then runs a web search to prefill what it can. You confirm the rest.
Go to app.t0.ai/onboarding?stage=business_profile, click Fill out my business profile, answer the questions in the left panel, then click Confirm profile.
You don't have to finish in one sitting. Click I'll do this later or Save & exit and come back. See Your business profile for the full walkthrough.
2. Connect your accounts
Go to Connections and click + Add connection. Search for your bank, card, processor, or payroll provider and follow the flow — OAuth login, Plaid, an API key, or a CSV upload, depending on the provider.
If your bank doesn't appear as a native connection, connect it through Plaid, which covers 12,000+ institutions. See Add a connection.
3. Map accounts to your GL
Each account under a connection — bank, credit card, or investment — shows a Map to GL account control. Assign it to the right account in your chart of accounts so transactions post where you expect them.
4. Work the Inbox
T:0 categorizes most transactions automatically. What's left shows up in the Inbox with a count of open items. Each item is either a Categorize (an expense, charge, or deposit) or a Match (a credit that needs a counterparty).
Open an item, pick a vendor and a category, and click Confirm. If you're unsure, click Tell T:0 and the agent proposes a category with its reasoning.
Once the Inbox is clear, ask T:0 a question. Hit ⌘K (or Ctrl+K) anywhere in the app and ask about a balance, a transaction, or a report. See Ask T:0 about your financials.
