Documentation

Getting started with KontoCore

Create your login, set up your first company, choose a fiscal year and base currency, invite people, and work through the setup checklist.

Plans
All business plans
Availability
Available
For
Owners, Bookkeepers, Administrators
In KontoCore
Sign up → Guided onboarding → Home

In plain English

You create one login for yourself. Each business you keep books for is a separate company inside KontoCore, with its own records and its own list of people who can see it.

What this does

KontoCore separates who you are (your login) from what you work on (companies). One login can belong to several companies, and each company’s books are fully isolated from the others.

Guided onboarding collects the basics — legal name, fiscal year start, base currency, and how you want to start your books — and then leaves you on Home with a setup checklist.

Before you start

  • Know your organization’s legal name and the month your fiscal year starts.
  • Decide your base currency. It cannot be changed casually after transactions are posted.
  • Decide whether you will bring full history from another system or start clean with opening balances. See Migration.

How to

Create your login and first company

  1. 1Go to my.kontocore.com and choose Start Free Trial.
  2. 2Verify your email address and sign in.
  3. 3Enter the company name, country, fiscal year start month, and base currency.
  4. 4Choose a starting path: start fresh, enter opening balances, or migrate from another system.
  5. 5Finish onboarding to open Home.

Work the setup checklist

  1. 1Review the suggested chart of accounts and rename or add accounts you need.
  2. 2Add your bank and credit card accounts.
  3. 3Add organization branding for invoices and estimates.
  4. 4Invite teammates or your accountant.
  5. 5Set sales tax settings if you collect tax.

Add another company later

  1. 1Open the company switcher at the top of the app.
  2. 2Choose Add company and repeat onboarding.
  3. 3Switch between companies at any time — the active company is always shown in the top bar.

Keep companies separate

Never record two legal entities in one company. Each company gets its own books, members, and plan.

Common mistakes

  • Choosing the wrong fiscal year start month — reports and period close depend on it.
  • Entering transactions before deciding between full history and a clean start.
  • Working in the wrong company; always check the company name in the top bar.

Troubleshooting

I didn’t receive the verification email

Check spam or filtering rules, then request a new link from the sign-in page. See Troubleshooting → Missing invite email.

I can’t find a company I was invited to

Open the company switcher. If it’s missing, the invitation may not be accepted yet or was sent to a different email address.

Terms used:Company (books)Fiscal yearChart of accountsOpening balance

Related articles

Home and SnapshotHome answers “What should I do next?” Snapshot answers “What is happening in the business?” Both can be personalized per user.Companies and isolated booksOne login, many companies — each with its own books, members, plan, and settings.Users, roles, and seatsInvite people, assign roles, understand included users per plan, and manage pending invitations.Migrating to KontoCoreChoose a source and strategy, then map, validate, deduplicate, preview, post, and verify with control totals.KontoGuide: in-product guidancePlain-language explanations, step-by-step guidance, and checks that help you record transactions correctly — adjustable per user and per company.

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Last reviewed September 25, 2026