Getting started

What this part covers

Create a KinraSoft login, sign in, and move between companies.
Create the company, set Financial Start Period and System Conversion Date, then finish opening balances.
Choose the side-menu screens or KinraSoft Assistant (AI Agents) for the job you are doing.
The pricing plan (Basic, Plus, Premium, or Accountant) is chosen when you create the company, not when you sign up.

A1 — Sign up, sign in, switch company. Your login, email confirmation, sign-in, Switch Company, and Log Out.
A3 — Create and edit a company. First company, another company, and the plan.
A4 — Financial start period and conversion date. The two dates on Account Setup. Also step 2 of the Software Setup Guide.
A2 — Software Setup for Dummies. Five steps from a new company to reports you can trust.
A5 — Screen vs KinraSoft Assistant. When to use the side menu, and when to use AI Agents.

After the company is saved and the two dates are saved, you may enter new transactions dated on or after System Conversion Date.
Finish opening balances, unpaid bills, and stock value before you trust debtor, creditor, stock, and retained earnings on the reports. See the Software Setup Guide.