The first five minutes
It tells you what to do before you have any data
A new profile opens on a short checklist instead of an empty dashboard: where your data lives, which file to bring, and what happens once it lands. It disappears once you have imported something, and Settings can bring it back.
- No account to create and nothing to sign in to
- CSV is the format to use; PDF import is Beta and only reads some layouts
- Plan waits until you have enough months for it to mean anything