Complete onboarding and set up your organisation: overview
Account setup starts with your details and the type of business you run. The later questions depend on your answers and signup channel. Choose the options that describe your business, then review the details before finishing the route shown for you.
Where to go
About You → Organisation → Your Firm → Plan
Steps
- Confirm your name and email, choose the business type that describes your work, and answer only the follow-up questions shown for your choice.
- On Organisation, enter your business and first store or legal-entity details, country and display currency. If Your Firm appears instead, enter the firm name and select its services.
- If Plan appears, answer the volume questions, compare available tiers and billing periods, review the terms and your own selection, then check payment details in checkout. Shopify merchants choose a plan through Shopify; some businesses arrange a call.
What happens next
- Account setup follows the route shown for the reader. Guided setup then presents the relevant data and accounting stages.
Important exceptions
- Shopify merchants choose a plan through the Shopify App Store. Some regulated businesses arrange a call. Firm setup has no firm-plan step.
The account wizard asks about you and your business, then sets up the organisation or firm you will use in Equali. The questions you see depend on your answers and how you signed up. Choose the answers that describe your own business; the steps below explain what each question is for.
About You
Check your name and email. If either needs changing, use Change before continuing. If you joined through Shopify, you may need to confirm these details first.
Choose the business type that best describes what you do. This answer determines which follow-up questions and setup route Equali shows. Depending on your choice, you may be asked:
- Whether you sell on Shopify. If you do, Equali directs you to install the app and choose a plan through the Shopify App Store before returning to Equali.
- Whether your business is regulated and, if so, the jurisdictions that apply. A regulated business may be offered a call with the Equali team instead of continuing through self-service signup.
- Which accounting system you use. Select the system you actually use; if it is not listed, choose the other-system option and enter its name.
Some accounts are asked how they heard about Equali here. Most self-service accounts see that question on the Plan step instead. It is a separate question from selecting an accounting system.
Organisation or Your Firm
If the wizard shows Organisation, enter your business name and the details of the first store or legal entity you will work with. Check its country and preferred display currency before continuing. A merchant may see store wording in place of legal-entity wording.
If you are setting up an accounting or audit firm, the wizard shows Your Firm instead. Enter the firm's name and select the services it offers. This route does not ask the firm to buy a plan for itself in the wizard; client billing is handled when setting up a client.
Plan
For self-service accounts that reach Plan, answer the questions about your business volume, compare the available tiers and billing periods, and choose the combination that fits your expected use. Review the price and terms, confirm your agreement if you want to continue, and check the payment details in checkout. The guide cannot choose a tier or billing period for you.
Your route may differ: Shopify merchants choose their plan through Shopify; businesses directed to the Equali team arrange a call; and a client whose accounting practice prepared a checkout reviews that prepared selection before paying. Follow the option shown for your account.
After account setup, the guided setup card walks you through connecting data and preparing your first result. Its steps depend on your business and what is already connected.