Getting Started
1. Create your account
Go to financely.app/sign-up and register. After verifying your email you’ll be taken through the onboarding flow.2. Create your workspace
The onboarding flow walks you through creating an organization — this is your workspace. Everything in Financely (invoices, leads, templates, team members) lives inside an organization. Fill in:- Organization name — your company or team name
- Description — optional, shown internally
- Website — optional
3. Configure your branding
Before creating your first invoice or sending a proposal, set up your branding so everything looks professional from day one. Go to Settings → Branding and upload:- Your logo
- Brand colors (primary, secondary, accent)
4. Add your products
If you sell products or services, add them to your Product Catalog first. The AI proposal generator uses your catalog to suggest relevant items automatically when a new lead comes in. Go to Products → New Product and fill in name, price, and description.5. Invite your team
Go to Settings → Team → Invite Member. Enter their email and assign a role:
The invitee receives an email with a link to join your organization.
6. Create your first invoice
1
Go to Invoices
Click Invoices in the sidebar.
2
Create Invoice
Click Create Invoice, choose a template (or use the default), and fill in the seller, buyer, and line item details.
3
Generate & Send
Click Generate PDF to produce the invoice document, then Send Invoice to email it directly to your client.
What’s next?
Embed a lead capture widget
Put a contact form or quote request form on your website and start capturing leads automatically.
Set up workflow automations
Trigger actions automatically when invoices are created, paid, or leads come in.