Getting started: signup and onboarding
From signup to a working dashboard takes about five minutes. PeakBooks walks you through it with a four-step wizard the first time you sign in.
1. Sign up
Go to app.peakbooksapp.com and click Start Free Trial. You'll need:
- A working email address (you'll need to confirm it)
- A password — minimum 8 characters
- Your business name
No credit card is required to start. Your 7-day free trial gives you full access to every feature on every plan — see Plans, billing, and trials for details.
2. Confirm your email
We send a confirmation link to the address you signed up with. Click it to activate your account. The link expires after 24 hours; if it does, sign in and request a new one from the prompt.
3. The onboarding wizard
The first time you sign in, a four-step wizard pops up. You can advance through it, or close it and come back later (we'll remind you on the dashboard).
- Welcome. A quick orientation. Click Next.
- About your business. Pick a business type (sole proprietor, LLC, S-corp, C-corp, partnership, or non-profit) and fill in the year your fiscal year starts. This drives which tax-relevant categories we pre-create for you.
- Add an account. Add at least one bank or credit card account. You can connect via Plaid for automatic syncing, or add the account manually now and import statements later. You can also skip and add accounts from Settings.
- Upload a statement. Optional. Drop in a CSV from your bank to populate your first month of transactions. Skip this if you'd rather start fresh — you can upload statements any time.
4. What's on your dashboard
After the wizard, you land on the Overview view. From here you can reach everything via the left sidebar:
- Transactions — every line item across all accounts
- Statements — uploaded CSVs and their import history
- Reports — Profit & Loss, Balance Sheet, A/R Aging, A/P Aging, and more
- Invoices and Bills — accounts receivable and accounts payable
- Settings — business profile, accounts, categories, tax setup, billing
If something looks empty
That's normal on day one — the dashboard fills in as you add transactions. The fastest way to populate the app is to connect a bank account or upload a statement. After that, categorize a few transactions and your P&L starts to take shape.