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This checklist covers the essential setup steps. Complete these and you’ll have a working Pluvel account with real data flowing in.

Create your account

Sign up at pluvel.com and verify your email.Time: 2 minutesDetailed guide →
2

Add your company

Either form a new company (we handle state filing and EIN) or connect an existing business.Time: 5 minutes for existing business, 10 minutes for new formationDetailed guide →
3

Connect your bank

Link your business bank accounts through Plaid. Transactions sync automatically.Time: 3 minutesDetailed guide →
4

Review your chart of accounts

Pluvel sets up a standard chart of accounts. Review it and make any adjustments for your business.Time: 5 minutesDetailed guide →
5

Add your first customer

Create a customer record so you can send invoices.Time: 2 minutesDetailed guide →

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After the basics

Once you’ve completed the checklist above, here’s what to tackle next based on your needs:
  1. Create an invoice
  2. Set up payment methods (optional — let clients pay by card)
  3. Configure recurring invoices for retainer clients

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Common questions at this stage

Initial bank sync takes 1-4 hours depending on your bank. After that, new transactions typically appear within a few hours. Some banks are faster than others.
We can import from QuickBooks, Xero, and Wave. Go to Settings → Integrations to connect and import. For other systems, you can import transactions via CSV.
Once we’ve filed with the state, formation can’t be undone. But you can dissolve the company later if needed. Before filing, you can cancel at any point.
Not necessarily. You can start fresh from today. If you want historical data for reporting, you can:
  • Import from another accounting system
  • Upload bank statements as CSV
  • Enter opening balances as of a specific date

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Getting help

Stuck on something?
  • Search these docs — Use ⌘K (or Ctrl+K) to search
  • Email support — support@pluvel.com — we typically respond within a few hours
  • In-app chat — Click the help icon in the bottom right of your dashboard