Set up your organization

Walk the six-step setup wizard: country, role, setup path, details, review, and plan.

Where: /add-organization — a guided, multi-step wizard with a progress bar.

Step 1 — Country

• Search and select your country (currency defaults load automatically). Click Continue.

Step 2 — Your Role

• Choose your role card: CEO / Business Owner, CFO / Finance Lead, Controller, Finance Manager, Accountant, or Other (type a custom title). Click Continue.

Step 3 — Setup Path

• Choose how to bring in your company:
  • Connect ERP — import company details and ledger from an accounting system. Pick a connector in the modal:
    • Import during setup (bootstrap): Fortnox, Xero, QuickBooks, Business Central, Odoo, Magnet, Sage, Visma, Zoho.
    • OAuth systems open a popup — log in and grant FigureFlow access; the page updates to "ERP data ready from [Provider]."
    • Odoo requires Domain, Database, Username, and API key. Magnet requires Client ID and Client Secret (then choose a business unit).
  • Manual setup — enter the basics yourself.
• Click Continue.

Step 4 — Organization Details

• Confirm/enter: Business registration number (optional; Sweden/UK/Canada can click Import data to auto-fill from the company registry), Organization name (required), Reporting currency (required, prefilled by country), and Financial year end (day + month).
• Click Review details.

Step 5 — Review & Create

• Review every value. Resolve any warnings:
  • Country mismatch (ERP vs. your choice) → Use ERP country or Keep my original country.
  • Possible duplicate org → Switch to that organization, Request access instead, or Create anyway.
• Click Create organization.

Step 6 — Plan / Trial

• Choose a trial or paid plan and confirm. Your organization is created and you land on the dashboard.