Quickstart: business

Set up a business in Fullness to invoice clients, keep proper books, and report on performance.

1. Create a business workspace

From the workspace switcher, choose Create workspace and select Business. Enter your business name, base currency and (optionally) tax registration.

2. Connect accounts & invite your team

Link your business bank accounts under Banking, then invite teammates from Settings → Members and assign roles (Owner, Admin, Accountant, Member).

3. Send your first invoice

Open Invoices → New invoice, add a client and line items, and send. Your client gets a hosted invoice page where they can pay online.

4. Keep the books clean

Every transaction posts to a double-entry ledger automatically. Review categorization, map accounts in Mappings, and reconcile against bank balances.

5. Run a report

Visit Reports to generate a Profit & Loss, Balance Sheet or Cash Flow statement for any period — then export to PDF or Excel.