Create your workspace
Step 1: choose how you'll use the platform. You'll set up details on the next screen.
Pricing is not shown here. Subscription activation can be handled after workspace creation.
CO
Company workspace
For a single business
Best if you're managing bookkeeping for your own company (one legal entity).
- Build your chart of accounts and run financial reports
- Manage journals (CRJ/CDJ/GJ) and generate statements
- Invite internal team members (if enabled)
FI
Firm workspace
For accounting & bookkeeping firms
Best if you manage bookkeeping for multiple client companies and need firm-level controls.
- Manage multiple client companies under one firm
- Centralize staff access and standardize workflows
- Scale your practice without juggling separate logins
Tip: If you're a firm but also do bookkeeping for your own business, you typically start with a Firm workspace
and then add your own company as a client/company inside the firm (depending on your product design).