Quick Start Guide

Get up and running with Saldo in minutes.

5 min read

This guide covers the essential steps to start using Saldo for your business financial management. By the end, you will have a configured organization, your first invoice, and a connected bank statement.

Prerequisites

A Saldo account (sign up at saldo.so).
Your business details: company name, address, and tax ID.
A bank statement file for testing (CSV, OFX, or PDF).

Step 1: Complete onboarding

After signing up, the onboarding wizard guides you through setting up your organization. Select your country first — this determines your default currency, tax ID label, and available compliance features.

Quick Start Guide

Prerequisites

Step 1: Complete onboarding

Step 2: Create your first invoice

Step 3: Import a bank statement

Step 4: Explore the dashboard

Related Articles

Account Setup

Your First Invoice

Understanding the Dashboard