QuickBalanceFinancial operations
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Back to QuickBalance Guided organisation setup

Create the organisation behind your financial operation.

Add the organisation details, choose the services your team needs, and let QuickBalance prepare the workspace for your first sign-in.

  1. 1
    OrganisationBusiness and contact details
  2. 2
    FoundationChoose operational services
  3. 3
    WorkspaceFinish setup and receive access

01 · Organisation

Basic information

Capture the organisation name and the primary administrator contact for onboarding.

Use a shared email and phone number that the organisation administrator can access.

02 · Foundation

Choose your starting services

Core operational services remain available for every organisation. Review the full set and add or remove anything your team needs at go-live.

0 selected

Ready to create the organisation?

QuickBalance will prepare the foundation and send the administrator the next sign-in step.