How to set up a new workspace for accounting?

Here are the steps to follow to set up a new workspace for pre-accounting with Sway Finance.

  1. Creating the workspace. See How to create a new workspace?
  2. Setting up bank accounts. See How to add a bank account?
  3. Accounting setup. See How to configure the accounting settings?
  4. Let's get started!

The whole process takes 10 to 20 minutes, depending on the number and type of bank accounts you add.

If you have any questions, you can contact Sway Finance at any time:
- By telephone or e-mail, see our contact page.
- Via the interactive chat feature in the Sway app by clicking on the "Ask Support" button at the bottom left of the menu bar.
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