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Prerequisites

Before you begin, make sure you have:
  • A modern web browser (Chrome, Firefox, Safari, or Edge)
  • Your organization’s financial data ready for import
  • Admin access to set up bank connections (if needed)

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Step 1: Create Your Account

1

Sign Up

Visit accassistant.com/signup and create your account using either:
  • Email and password
  • Google OAuth authentication
2

Verify Your Email

Check your email for a verification link and click to confirm your account
3

Complete Profile

Fill in your basic information and accounting preferences

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Step 2: Organization Setup

After signing in, you’ll be guided through the initial setup:

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Basic Information

  • Organization Name: Your firm or company name
  • Industry Type: Select your primary industry focus
  • Fiscal Year: Configure your fiscal year settings

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Team Setup

  • Invite team members via email
  • Assign roles (Admin, Accountant, or Viewer)
  • Set permissions for each role

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Step 3: Configure Your Chart of Accounts

AccAssistant provides a standard chart of accounts template that you can customize to match your needs.

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Import Options

Select from pre-configured templates:
  • Standard Business
  • Non-Profit Organization
  • Real Estate
  • Retail/E-commerce

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Step 4: Connect Bank Accounts

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Supported Connections

Plaid Integration

Connect to 10,000+ financial institutions securely

Manual Import

Upload bank statements in CSV, OFX, or QBO format

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Connection Process

  1. Navigate to General Ledger → Bank Accounts
  2. Click Add Account
  3. Choose your connection method
  4. Follow the authentication flow
  5. Select accounts to sync

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Step 5: Import Initial Data

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Transaction Import

Upload your historical transactions to get started: 
Date,Description,Amount,Account,Category
2024-01-15,Office Supplies,-125.50,1000,Expense
2024-01-16,Client Payment,2500.00,1200,Revenue
2024-01-17,Rent Payment,-1800.00,1000,Expense

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Vendor Setup

Import your vendor list for invoice management:
  1. Go to General Ledger → Vendors
  2. Click Import Vendors
  3. Upload CSV with vendor details
  4. Map fields to AccAssistant format

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Step 6: Configure AI Features

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Enable AI Automation

1

Smart Categorization

Enable automatic transaction categorization based on historical patterns
2

Invoice Processing

Set up email integration for automatic invoice capture and processing
3

Custom Rules

Create specific automation rules for your workflow

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Next Steps

Now that you have AccAssistant set up, explore these features:

Create Your First Journal Entry

Learn how to create and manage journal entries

Generate Reports

Create financial statements and custom reports

Set Up Automations

Configure AI agents for your specific needs

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Getting Help

If you need assistance during setup: