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You have an account. Now you need a company in it. Starting from scratch? We’ll form your LLC or Corporation — file with the state, get your EIN, set up your registered agent. Already have a business? Connect it and start using Pluvel immediately.

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Option 1: Form a new company

If you’re starting a new business, Pluvel handles formation end-to-end.
1

Choose your entity type

Select the type of business you’re forming:
Not sure? LLC is the most common choice for new businesses. It’s flexible, protects your personal assets, and is simpler than a corporation.
2

Choose your state

Where you form matters. Common choices:
  • Your home state — Simplest option if you’re operating locally
  • Delaware — Popular for corporations, especially if raising investment
  • Wyoming — Low fees, strong privacy protections, good for LLCs
If you form in a different state than where you operate, you’ll need to register as a “foreign” entity in your operating state (extra fees and filings).
3

Enter company details

Provide:
  • Company name — We check availability in your chosen state
  • Business address — Can be your home address or our registered agent address
  • Business purpose — General description (e.g., “software development” or “consulting services”)
  • Owners/members — Names and ownership percentages
4

Set up registered agent

Every company needs a registered agent — someone who can receive legal documents on the company’s behalf. Pluvel includes registered agent service in all plans.We’ll receive:
  • Legal notices
  • State correspondence
  • Tax documents
Everything gets scanned and appears in your Digital Mailroom.
5

Review and pay

Review your order:
  • Pluvel fee — Included in your subscription
  • State filing fee — Varies by state (50−50-500)
  • Expedited processing — Optional, faster turnaround
Pay with card. We file within 1 business day.
6

Wait for approval

Filing times vary by state:You’ll get an email when your company is approved. Formation documents appear in your account.

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After formation

Once approved, you’ll want to:
  1. Get your EIN — File for an EIN from the IRS (free, takes 5 minutes online)
  2. File your BOI report — Required within 90 days for most companies
  3. Open a business bank account — Use your formation documents and EIN
  4. Connect your bank to Pluvel — Start tracking transactions

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Option 2: Connect an existing business

Already have a company? Add it to Pluvel and start using the platform immediately.
1

Enter company information

Provide:
  • Legal name — Exactly as registered with the state
  • Entity type — LLC, Corporation, etc.
  • State of formation — Where the company was originally formed
  • EIN — Your federal tax ID (if you have one)
  • Formation date — When the company was formed
2

Verify ownership

Confirm you’re authorized to manage this company’s finances. We may ask for documentation for certain features (like payroll).
3

Connect your bank

Link your business bank accounts through Plaid. This pulls in your transactions so you can start categorizing and reconciling.Connect your bank →
4

Import existing data (optional)

If you’re switching from another accounting system:You can also start fresh and only track going forward.

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Transferring registered agent

If you want Pluvel to be your registered agent (to use the Digital Mailroom), you can transfer from your current agent:
  1. Go to Settings → Compliance → Registered Agent
  2. Click Transfer to Pluvel
  3. We file the change with your state (usually $25-50 state fee)
  4. Takes 1-2 weeks to process
Your old agent will forward any mail received during the transition.

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Multiple companies

You can add multiple companies to one Pluvel account. Useful for:
  • Owning multiple businesses
  • Managing client companies (accountants)
  • Separating business units
To add another company:
  1. Click your company name in the top navigation
  2. Click Add Company
  3. Follow the same process above
Switch between companies using the dropdown in the top navigation.

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Company settings

After adding your company, review these settings:

Company details

Legal name, address, contact info, logo.

Fiscal year

Calendar year or custom fiscal year.

Tax settings

Tax IDs, filing status, state registrations.

Team members

Invite others to access the company.