Open the practice account.
Then upload one client.

Firm includes 12 client companies. The next screen is the upload. Add one file, or the sample invoices, and see the past-due dollars before you pay. The business questions can wait. You can still pick another plan on the review screen.

1. Create an accountName, work email, password. That is it.
2. Upload or try a sampleSpreadsheets are fine. Profile questions can wait.
3. We analyze itAutomatically. We email you when it is ready.
4. Turn on automationsReview, pick a plan, approve each send.