Getting started
Your first sign-in, finding your way around, and the handful of ideas everything else builds on.
Introduction
Who these guides are for, how they are organized, and the few ideas that make everything else click.
Read guideGetting Started & Navigation
Your first sign-in, choosing an organization, and finding your way around the app.
Read guideLogin and Authentication
Email and password, single sign-on, email verification, password resets, and two-factor codes.
Read guideDashboard
Understand each summary tile on your dashboard, how its numbers are calculated, and what to check first when a figure looks off.
Read guideUser Profile
Update your details, change your password, manage devices, and create API keys.
Read guideMobile App
Sign up and set up your organization on your phone, approve on the go, record expenses, read these guides, and know what stays on the web.
Read guideAsk BareLedger (AI Assistant)
Beta: plain-language answers from these guides, and explanations of the report on your screen — it never changes your books.
Read guide