Getting started

Navigating the app

One sidebar. Income on one side, expenses on the other, tax tools and settings underneath.

Screenshot: the full sidebar, desktop width

Home and New

Home is the front door: recent activity and the two overviews.

New is the everyday pair of actions:

Item	What it is
Overview	Money coming in.
Documents	Every document you have drafted or issued.
Collections	Who has not paid yet.
Clients	The customer directory those documents are addressed to.

Projects, when you bill milestones, sit further down the sidebar.

Item	What it is
Overview	Money going out.
Invoices	Supplier invoices you have kept.
Pending	Extractions waiting for you to approve or reject.
Duplicates	Uploads that look like something already on file.
Vendors	The suppliers those invoices came from.

Item	What it is
VAT estimates	A working estimate from the records in this account, not a filing.
Uniform Structure	The Tax Authority's export format for your accountant.
Hashavshevet	Export toward the bookkeeping software of that name.
ITA	The one-time connection to the Tax Authority. Administrators only.

Settings holds business details, the PDF template (logo and colors), API keys, billing, team, and security.

Developers opens the API reference. That reference is the only write-up of endpoints — this guide does not copy it. See API, webhooks, and MCP.

Tutorials inside the app are short walkthroughs. This user guide is the full version, and both point at the same product.