Set up your practice

“What happens after I sign up as a practice? Is there an onboarding queue or a demo to book?”

No demo, no queue. Finn asks four quick questions in a conversation (practice name, country, roughly how many clients, what you use today), then offers the ways to bring clients in. Or skip it and explore the dashboard first.

Real screens from the live product, filmed as Harbour & Vale Accountants on 2026-09-02. Use the arrow keys to move between steps.

accounts-os.com

Step 1 of 3

Finn opens the conversation

Your first screen is a conversation, not a form. Finn introduces itself and asks the first of four questions. The skip link is always there if you would rather look around first.

Next tours

Add your first clientHow do I set up my first client? Do they need an account?Start
Bring your client book overI have 200 clients on Xero, QuickBooks or Sage. How do I get them over without retyping everything?Start

Try it with one real client.

Fourteen days free, then billed per live client in arrears. Add one client and see how it lands before you move the rest.

Create practice account