Quick Start Guide

Get up and running with Saldo in under five minutes.

4 min read

Welcome to Saldo! This guide walks you through the essential first steps so you can start managing your finances right away.

Create your account

1Visit saldo.so and click "Get Started".
2Enter your email address and create a password.
3Verify your email by clicking the link we send you.

4

Complete the onboarding form — select your country, set your currency, and enter your business details.

Saldo automatically configures tax labels, currency, and compliance features based on the country you select during onboarding.

Set up your organization

After onboarding you will land on your dashboard. Head to Settings → Organization to review your company name, tax ID, and default currency. This information appears on every invoice you send.

Create your first invoice

Navigate to Invoices → New Invoice. Add a client, enter line items, and click Send. Saldo generates a professional PDF and tracks the payment status automatically.

Next steps

Invite your team members to collaborate.
Upload a bank statement to try automatic matching.
Explore the AI-powered receipt scanner under Bills & Receipts.

Quick Start Guide

Create your account

Set up your organization

Create your first invoice

Next steps

Related Articles

Navigating the Dashboard

Organization Profile

Creating Invoices