set-up-my-books

Bookkeeping setup is established through a structured founder interview that captures entity details, fiscal year, cash vs. accrual, accounts, payroll posture, revenue model, investor cadence, and tax preparer information.

Import an opening trial balance by triggering the opening-balances mode, which ingests spreadsheet or inline row data, validates totals against your chart of accounts, and writes a structured trial balance configuration.

A founder interview for accounting setup is a structured questionnaire capturing your company's bookkeeping facts. You need it before performing substantive bookkeeping work to ensure downstream skills operate on reliable data.

Bookkeeping setup enforces Composio integration checks during the configuration process to verify connected services. It captures your revenue model and investor cadence, supporting platforms like Stripe through these integration checks.

Updating your chart of accounts without a bookkeeping brief will be explicitly refused. The setup process enforces required-field collection and requires the brief first to ensure strict trial-balance validation and reliable configuration writes.

Validate an opening trial balance by running the opening-balances mode, which applies strict validation rules against your chart of accounts, checks that totals match, and performs atomic config writes for the imported balances.