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Get ABSS running in under an hour

The same eight steps as your real Getting Started checklist, condensed into one page — from creating your account to your first bill. Nothing here is locked to this order except activating your free trial first.

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Step 1: Create Your Account

~5 min

Sign-up is four steps, not one — and it doesn't log you in automatically. Do this at accounts.abss.ai.

  • Register with your name, email, and a password
  • Verify the OTP sent to your email
  • Create your company — only the company name is required here, everything else is optional
  • Log in with the email and password from step 1

Tip: Verifying the OTP confirms your email, but your account only becomes fully active once you create your company in step 3.

View detailed guide

Step 2: Activate Your Free Trial

~1 min

This one action is what actually sets your organisation up to work — before it runs, nothing in Books is usable yet.

  • After logging in, activate your free trial
  • This creates document numbering for every module
  • It creates a default Division, Branch, and Warehouse
  • It builds your full Chart of Accounts automatically

Tip: Every real action — adding an item, inviting a teammate, creating an invoice — requires this step to have run first.

View detailed guide

Step 3: Add Your Organisation Details

~5 min

Company name is all that was required at sign-up. This is where you fill in the rest — the details every document actually needs.

  • Go to Settings → Profile
  • Add your GSTIN and PAN
  • Add your registered address
  • Confirm your base currency and fiscal year

Tip: This is the first item on your Getting Started checklist, and it's tracked automatically — the app checks whether these fields are filled in, you don't check it off by hand.

View detailed guide

Step 4: Add Your First Item and Customer

~10 min

Two of the eight steps on your real Getting Started checklist — in any order, nothing is locked.

  • Go to All Master → Item and add your first product or service
  • Go to Sales → Customers and add your first customer
  • Both can be added one at a time or in bulk from the same screen

Tip: The Getting Started checklist on your Home dashboard tracks both of these automatically from your real data.

View detailed guide

Step 5: Set Up Banking

~5 min

Add the bank or cash account your payments actually move through.

  • Go to Banking → Banks → Add
  • Enter the account name, bank name, and account number
  • Mark one account as Primary if you have more than one

Tip: A bank/cash account is really a Chart-of-Accounts entry — it shows up in your ledger like everything else.

View detailed guide

Step 6: Invite Your Team

~5 min

Available as soon as your free trial is active — no other setup required first.

  • Go to Settings → Users → Invite
  • Enter their email address
  • Assign them a role under Settings → Roles — permissions are custom per module (Create / View / Edit / Delete), not a fixed list of named roles

Tip: You must be a company admin to invite anyone, and your free trial must already be active.

View detailed guide

Step 7: Create Your First Invoice

~3 min

The real checklist has this before adding a vendor or creating a bill — you don't need either first.

  • Go to Sales → Invoices → Add
  • Select your customer and add line items from your item master
  • Save as Draft, or Sent to move it into your live receivable balance

Tip: Your customer's credit limit and any overdue-invoice restriction are checked on save.

View detailed guide

Step 8: Add a Vendor and Your First Bill

~10 min

The last two steps on your Getting Started checklist.

  • Go to Purchase → Vendors and add your first vendor
  • Go to Purchase → Bills → Add to record what you owe them

Tip: Vendors and customers are the same underlying record type, just viewed through a different screen — a party can be both at once.

View detailed guide
~10 min
Account and trial
Steps 1–2 — everything else needs this done first
~30 min
Ready to invoice
Steps 1–5 — organisation details, an item, a customer, banking
~45 min
Full checklist
All 8 steps, including your team and your first bill

Frequently asked questions

Need help with setup?

Our onboarding specialists are available Monday–Friday, 10 AM–6 PM IST. We'll walk you through setup live via video call.