First Steps

Your First Steps with Financbase

Complete these essential setup tasks to get your financial management platform up and running.

Setup Checklist

Set up your administrator account to access the Financbase dashboard.

Add your personal information and company details to personalize your experience.

Link your existing database or set up a new one to store your financial data.

Generate API keys for integrating Financbase with your applications.

Set up security policies and access controls for your organization.

Once you've completed these first steps, you'll be ready to start using all of Financbase's powerful features.