Your organisation → Onboarding
Open the onboarding wizard for your new organisation.
Continue from the step that matches your current progress.
View the To-do list if onboarding is already complete.
Reopening onboarding takes you to the next unfinished step.
Enter your organisation name and country.
Fill in any extra details you want, such as VAT, website, or address.
Select a suggested company to prefill details, if shown.
Click Save to continue.
Changing the name after selecting a company clears that company match.
Choose a bank on the bank verification step.
Follow the bank connection flow.
Click Skip if you do not want to connect a bank now.
Cashfeed loads banks for your organisation’s country.
