Company setup
Business name, GST details, basic ledgers, owner/staff capture flow and accountant contact.
Assisted setup
Start Fastbooks without learning accounting software.
A practical onboarding pack for small businesses that want bills, bank statements and daily notes converted into review-ready accounting drafts quickly.
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Watch workflow demoCommercial wedge
Assisted setup turns interest into activation.
Fastbooks should not depend only on free signups. A small setup pack filters serious businesses, creates immediate value and gives operators a concrete service to sell.
- Company and GST profile setup.
- First party/item setup.
- First bill and bank-statement workflow.
- Accountant invite and review flow.
Suggested pack
What the assisted setup should include.
First 25 documents
Process sample bills, receipts, PDFs or invoice screenshots into review-ready drafts.
First bank statement
Import an initial bank statement and show receipt/payment/contra/review-needed rows.
Review training
Explain red/yellow/green review fields so the owner or accountant knows what needs attention.
Activation sequence
The first value moment should use real business documents.
| Step | What happens | Why it matters |
|---|---|---|
| Business profile | Set up business, GST, state, accountant and current workflow. | Drafts need business context before AI can be useful. |
| First purchase bills | Use real supplier bills, not demo data. | Purchase-entry preparation is the clearest time-saving proof. |
| First bank statement | Upload or share bank rows for receipt/payment review. | Bank classification is a major accountant bottleneck. |
| Review rules | Explain what green, yellow and red review states mean. | Users trust AI only when uncertainty is visible. |
Why this matters
The first value moment must happen fast.
For business owners
They see their own bills, bank rows and notes become entries without understanding debit/credit screens first.
For Fastbooks
The setup pack creates revenue, proof, support context and stronger conversion to paid AI usage.
Operator playbook
Assisted setup is the distribution product.
Operators, accountants and local GST practitioners need something concrete to sell. “Try free software†is weak. “We will set up your first bills, bank statement and review workflow†is a practical offer.
Important limit
Do not promise blind compliance.
Fastbooks can prepare GST and accounting drafts, but final GST treatment and statutory compliance should be reviewed by the accountant or CA where required.
FAQ
Assisted setup questions
What is assisted setup?
Assisted setup is a guided start where the Fastbooks team or operator helps configure your company, first documents, bank import and review workflow.
Why not just start free?
Small businesses need activation, not only signup. Assisted setup makes sure the first real bills, bank rows and accountant handoff are handled correctly.
Is the price fixed?
Early access pricing and inclusions may be adjusted by workflow and readiness. The page describes the intended commercial pack.
Can my accountant join?
Yes. The preferred workflow is owner/staff capture plus accountant review before final posting.
What should I keep ready?
Keep GST details if available, sample purchase bills, one bank statement, common customer/vendor names and current accountant workflow notes.
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