Create your account.

A few details to set up your workspace. There's no charge until your onboarding call — you'll pick a time in the next step.

Book your onboarding call.

Every setup starts with a 45-minute call where we map your systems and the dashboards you need. Billing starts the day of your call.

Your call is booked.

Check your inbox for a calendar invite with your meeting link. We'll take it from there.

1. 1 We'll send a confirmation email with your call details and a link to your new workspace.
2. 2 On the call, we map your systems and the dashboards you need.
3. 3 You're live in about two weeks — with your numbers reconciled and ready.

Need to reschedule? Use the link in your confirmation email.