Getting started
From sign-up to the first statement in your books.
- 01Create an accountCreate your Sway account with an email address and a password, then confirm the address with the link that Sway sends you by email.
- 02Secure your sign-inProtect your Sway account with a second factor, a code sent by SMS or a code from an authenticator app, which Sway asks for at every sign-in.
- 03Sign inSign in to Sway with your email address, your password and your second factor, reopen a closed session, or reset a forgotten password.
- 04Create a workspaceCreate a workspace for your company, the place where Sway groups its bank accounts, payments and invoices, then switch between your workspaces.
- 05The dashboardRead the aggregated balance of your bank accounts, the money in and out of a period, the latest transactions and the members of the workspace.