Getting started

Create your account

1. Open Create account and enter your email.
2. Add your name and a password with at least 12 characters.
3. Enter the 6-digit code from your email. You are signed in as soon as it is accepted.

Create or join a workspace

Choose Create a new organization, enter its name, and choose the first month of invoices you want to collect. Your starting month is used for the initial Vercel import.

If a teammate has invited you, choose Join an existing organization and paste the invitation link. Sign in with the email address the invitation was created for.

Collect your first invoices

Open Suppliers and choose Connect a source. Vercel starts collecting after the connection is saved. For a mailbox or billing dashboard, choose Sync on the connection.

Open Invoices and select a supplier name to review the original PDF and its fields. After checking the details, choose Save reviewed fields.

Find your way around

The sidebar opens Home (a small report, shortcuts and the newest invoices), Invoices, Suppliers (with your connected sources), Organize, Reports, and Settings. Use the menu at the bottom of the sidebar to switch organizations. On a phone, open the sidebar with the menu button.

Settings → Members is where your workspace owner creates invitations. Settings → Account lets you change your password or sign out other devices.

If you cannot sign in

Check that you are using the email you registered with and have entered its verification code. Check your spam folder if the message has not arrived. Codes expire after ten minutes; signing in with an unverified account sends a new code.

Use Forgot password to request a reset link. After resetting, sign in again with the new password.