> ## Documentation Index
> Fetch the complete documentation index at: https://docs.financely.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started

> Create your workspace, configure your organization, and get up and running fast.

# Getting Started

## 1. Create your account

Go to [financely.app/sign-up](https://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

Once created you'll land on the dashboard.

## 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)

These apply globally across invoice templates, widgets, email templates, and your generated site.

## 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:

| Role       | Permissions                               |
| ---------- | ----------------------------------------- |
| **Owner**  | Full access, can delete the organization  |
| **Admin**  | Manage users, settings, and all content   |
| **Member** | Create and edit content, limited settings |

The invitee receives an email with a link to join your organization.

## 6. Create your first invoice

<Steps>
  <Step title="Go to Invoices">
    Click **Invoices** in the sidebar.
  </Step>

  <Step title="Create Invoice">
    Click **Create Invoice**, choose a template (or use the default), and fill in the seller, buyer, and line item details.
  </Step>

  <Step title="Generate & Send">
    Click **Generate PDF** to produce the invoice document, then **Send Invoice** to email it directly to your client.
  </Step>
</Steps>

## What's next?

<CardGroup cols={2}>
  <Card title="Embed a lead capture widget" icon="code" href="/user-manual/integrations/widget-embed">
    Put a contact form or quote request form on your website and start capturing leads automatically.
  </Card>

  <Card title="Set up workflow automations" icon="bolt" href="/user-manual/integrations/automations">
    Trigger actions automatically when invoices are created, paid, or leads come in.
  </Card>
</CardGroup>