7020 · Team, controls and setup
Guided getting started
Autessa Accounting setup is six short steps that save as you go: connect Mercury (or skip it), map bank accounts (or upload statements), set up departments, assign cards, set monthly budgets prefilled from past spend, and choose guardrails. Administrators and budget approvers see Getting started on Home until it is finished.
The problem
Accounting software that takes a consultant to set up
A blank chart of accounts and a dozen settings pages stall most teams. Getting started asks only what Accounting needs, suggests answers from your own data, and lets you stop and come back.
What you get
- Step 1, Connect Mercury: a runbook for the token, permissions and IP allowlist, or skip to work without Mercury.
- Step 2, Map bank accounts: checking to Cash, the IO card to Credit Card Payable. Without Mercury, this step is Upload statements.
- Step 3, Set up departments: suggested from your cards’ nicknames and holders.
- Step 4, Assign cards: a department for each, and optionally a project and default category.
- Step 5, Set monthly budgets: prefilled from each department’s three-month average, rounded up to the next $100.
- Step 6, Choose guardrails: notify, tighten limits or freeze cards, and where the warning line sits.
- Progress is saved at every step.
How it works
How does guided getting started work in Autessa Accounting?
Connect or skip
An administrator connects Mercury or chooses to upload statements.
Structure
Map accounts, create departments and assign cards.
Budgets and guardrails
Accept or adjust the suggested budgets and pick each department’s guardrail.
Every option
The setup steps
| Option | What it does |
|---|---|
| 1. Connect Mercury | Token, permissions, IP allowlist; or skip. |
| 2. Map bank accounts | Or upload statements without Mercury. |
| 3. Departments | Name, code, owner; suggestions from cards. |
| 4. Cards | Department, project, default category. |
| 5. Budgets | Prefilled from the last three months. |
| 6. Guardrails | Warning line and the action at 100%. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Admin | Run every step, including the Mercury connection. |
| Controller | Run the department, card, budget and guardrail steps. |
Connected
How it connects to the rest of Accounting
FAQ
Questions about guided getting started
How long does setup take?
There are six short steps, and each saves as you go, so you can stop and come back.
Can I set up without Mercury?
Yes. Skip step 1, and step 2 becomes uploading statements from your bank.
Where do suggested budgets come from?
Each department’s average monthly spend over the last three months, rounded up to the next $100.
100% customizable, code and all
Make Autessa Accounting fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours