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Run the business / Set up from your files

Move in with the files you already have.

Drop in the spreadsheets and documents you already have. It proposes your clients, team, projects and rates, and you review everything before it's added.

Start your 14-day trial

14 days free. Card at checkout; cancel before day 14 and pay nothing.

How it works.

  1. 1

    Drop your files

    Spreadsheets, CSVs, PDFs and Word documents, up to fifteen at a time.

  2. 2

    Review what it found

    Clients, team, projects, services and rates, each one yours to accept or correct in plain words.

  3. 3

    Apply

    A preview first, then everything lands in the right place. Your team is only invited when you say so.

The details that matter.

  • Your finances follow

    Bank statements and payroll files go on to Intake once your clients, team and projects are in, ready to import into your books.

  • Everyone's included.

    Set up from your files comes with every plan. No per-seat billing, no add-on to buy.

Connected to the rest of your business.

Because it's one system, Set up from your files works with these out of the box.

  • Intake

    Drop in a bank statement. Get your books.

    How it works

  • Projects & Time

    Every project, ticket and hour in one place.

    How it works

  • Proposals

    Proposals clients can accept on one link.

    How it works

Bring the whole business under one roof.

Your team, your clients, your projects and your money, with everyone included.

Start your 14-day trialSee pricing

Every part of the product unlocked for 14 days, with a trial allowance of AI usage. Card details at checkout, nothing charged until day 14, cancel any time before then.