Getting Started

Starting with Witstally is fast and straightforward. Follow these steps to set up your first accounting workspace.

1. Create an Account

Navigate to our main website and click Sign Up. If you are registering a new business, you will automatically become the Owner of your new Workspace (Tenant).

2. Configure Your Workspace

Upon your first login, the interactive setup wizard will prompt you to enter:

• Company Name (e.g., "Noetikos LLC")
• Base Currency
• Timezone & Locale

3. Invite Your Team

You can invite colleagues from the settings dashboard. Witstally supports granular Role-Based Access Control (RBAC):

• Admins have full access to billing, user management, and settings.
• Accountants can manage transactions and documents but cannot change subscription plans.
• Viewers have read-only access to specific configured accounts.

Next Steps

Once your workspace is ready, check out our Billing & Subscriptions page to learn how to upgrade your instance!