Before you start
You will need an active account with one of the accounting platforms that Finoya supports. This includes QuickBooks Online, Xero, Zoho Books, Sage, Tally, MYOB, FreshBooks, and many others. If you do not yet have accounting software, you will need to set that up first, as Finoya requires a connection to accounting data to function.
You do not need a credit card to sign up. Your first 7 days are completely free.
Note If your accountant already uses Finoya and has sent you an invite, you should use the "Invited by Accountant" option on the sign-up screen instead of creating a new account. See the section below on accountant invites. |
Step-by-step signup
Step 1: Go to app.finoya.ai
Open app.finoya.ai in your browser. You will see the Finoya sign-up screen with two options at the top: Small Business and Accountant.
Make sure Small Business is selected before proceeding. If you accidentally sign up as an Accountant, your account will be set up differently and you will land in the multi-client dashboard instead of your own business dashboard.
Step 2: Choose how to sign up
You have two options:
• Sign up with Google: This is the fastest option. It uses your Google account and does not require you to create a separate password for Finoya. Click the button and follow the Google authorisation screen.
• Sign up with Email: Enter your email address and create a password. You will receive a confirmation email. Click the link in that email to verify your address before you can log in.
Tip If you do not receive the confirmation email within a few minutes, check your spam or junk folder. Add [email protected] to your contacts to ensure future emails reach you. |
Step 3: Connect your accounting software
After your account is created, Finoya immediately asks you to connect your accounting platform. This step is required before your dashboard will show any data.
A list of supported accounting platforms will appear. You can scroll through the list or type the name of your platform in the search bar to find it quickly. Select your platform and click Continue.
You will then be redirected to your accounting platform's login page. Log in with your accounting software credentials and grant Finoya permission to access your financial data. This authorisation is read-only. Finoya cannot make any changes to your accounting records.
After you approve the connection, you will be returned to Finoya automatically.
Step 4: Enter your company name
You will be prompted to enter your company name. Type it in as you would like it to appear in your Finoya dashboard. This is for display purposes only and does not need to match the legal name in your accounting software exactly.
Step 5: Wait for the initial sync
Once your accounting software is connected, Finoya begins pulling your financial data. This first sync takes approximately one hour because it is importing your full transaction history.
During this time, your dashboard may load but the numbers will be incomplete or show as zero. This is completely normal. You do not need to do anything or keep the browser open. The sync runs in the background.
Important Do not disconnect your accounting software during the initial sync. If you need to step away, the sync will continue running. Your dashboard will be ready when you return. |
Once the sync is complete, you will see your Cash Flow Health score, your financial metrics, your invoices and bills, and the full Noya AI interface.
What happens if your accountant invites you
If your accountant manages your Finoya account on your behalf, they will give you a unique invite code. On the sign-up screen, click Invited by Accountant instead of the standard sign-up options.
This flow connects your account to your accountant's dashboard, which means they can see your financial data and run analysis on your behalf. You retain access to your own dashboard and can use Noya yourself as well.
You will still need to complete the accounting software connection as part of this flow. The steps are the same as above.
After you sign up
Once your dashboard is live, here is what we recommend doing first:
1. Review your Cash Flow Health score and read the explanations for today, 30 days, and 60 and 90 days.
2. Click on Ask Noya button and the prompt is ready for you say for about your cash position.
3. Check your Invoices dashboard to see all outstanding invoices and their due dates.
4. Check your Bills dashboard to see all upcoming bills.
5. Run a simple forecast scenario to see what your cash flow looks like if your revenue stays the same for the next 90 days.
Your free trial
Your first 7 days are free with full access to all features. No credit card is required during the trial.
Before the end of the 7-day trial, you will need to subscribe to continue accessing your dashboard. If you do not subscribe, you will not be able to view your dashboard or use Noya, but your account and data are retained for next 30 days for you to subscribe to regain access.
To subscribe, go to Billing and Subscription from your account menu and follow the upgrade steps. Payment is processed securely through Stripe.