Getting started · Start
What to prepare, what to check and how to start a useful product discussion.
Prepare a clear starting point.
A well-defined process helps more than a long list of features.
- Number of entities and people reviewing documents.
- Invoice sources, bank statements and opening balances.
- Reporting requirements and accounting rules used by your team.
- 01Discuss the setup
Clarify volumes, entities and how you work with your accountant.
- 02Prepare the data
Agree sources and the starting date with the implementation team.
- 03Review a complete flow
Follow an invoice, Atena’s suggestion and accounting approval before routine use.