# Pluvel

## Docs

- [Add a Client](https://docs.pluvel.com/accountants/add-client.md): Onboard a new client to your firm.
- [How Firm Billing Works](https://docs.pluvel.com/accountants/billing/how-it-works.md): Understand billing for your firm account.
- [Client Invoicing](https://docs.pluvel.com/accountants/billing/invoicing.md): Create and send invoices to your clients.
- [Per-Client Billing](https://docs.pluvel.com/accountants/billing/per-client.md): Bill your clients through Pluvel.
- [Client Communication](https://docs.pluvel.com/accountants/clients/communication.md): Message clients and request documents within Pluvel.
- [Client Onboarding](https://docs.pluvel.com/accountants/clients/onboarding.md): Set up new clients efficiently with a structured workflow.
- [Client Permissions](https://docs.pluvel.com/accountants/clients/permissions.md): Control what clients can access in their portal.
- [Switching Between Clients](https://docs.pluvel.com/accountants/clients/switching.md): Navigate quickly between client accounts.
- [Firm Alerts](https://docs.pluvel.com/accountants/dashboard/alerts.md): Issues and notifications needing your attention.
- [Firm Calendar](https://docs.pluvel.com/accountants/dashboard/calendar.md): Track deadlines and due dates across all clients.
- [Client Overview](https://docs.pluvel.com/accountants/dashboard/client-overview.md): See all your clients at a glance.
- [Firm Calendar](https://docs.pluvel.com/accountants/dashboard/firm-calendar.md): See all client deadlines and tasks in one unified calendar.
- [Client Messages](https://docs.pluvel.com/accountants/dashboard/messages.md): Communicate with clients directly within Pluvel.
- [Firm Tasks](https://docs.pluvel.com/accountants/dashboard/tasks.md): Manage work items across all clients.
- [Firm Staff](https://docs.pluvel.com/accountants/firm-staff.md): Manage your firm's team members and their access to clients.
- [Invite Team Members](https://docs.pluvel.com/accountants/invite-team.md): Add your staff to your firm account.
- [Pluvel for Accountants](https://docs.pluvel.com/accountants/overview.md): Manage multiple clients from one dashboard with Firm Mode.
- [Set Up Your Firm](https://docs.pluvel.com/accountants/setup-firm.md): Create your accounting firm account in Pluvel.
- [Brand Configuration](https://docs.pluvel.com/accountants/white-label/branding.md): Set up your logo, colors, and brand assets.
- [Client Portal](https://docs.pluvel.com/accountants/white-label/client-portal.md): Customize the client portal experience.
- [White-Label Overview](https://docs.pluvel.com/accountants/white-label/overview.md): Offer Pluvel to your clients under your brand.
- [White-Label Pricing](https://docs.pluvel.com/accountants/white-label/pricing.md): Understand white-label pricing and billing options.
- [Bookkeeper Tools](https://docs.pluvel.com/accountants/workflows/bookkeeper-tools.md): Batch operations and productivity features for efficient bookkeeping.
- [Document Requests](https://docs.pluvel.com/accountants/workflows/document-requests.md): Request and track documents from clients.
- [Month-End Close](https://docs.pluvel.com/accountants/workflows/month-end.md): Complete the monthly close process for your clients.
- [Bank Reconciliation](https://docs.pluvel.com/accountants/workflows/reconciliation.md): Reconcile bank accounts efficiently.
- [Transaction Review](https://docs.pluvel.com/accountants/workflows/transaction-review.md): Efficiently review and categorize transactions across clients.
- [February 2026](https://docs.pluvel.com/changelog/2026/february.md): Updates from February 2026.
- [January 2026](https://docs.pluvel.com/changelog/2026/january.md): Updates from January 2026.
- [Changelog](https://docs.pluvel.com/changelog/overview.md): What's new in Pluvel.
- [AI CFO](https://docs.pluvel.com/features/accounting/ai-cfo.md): Your always-on financial advisor that spots trends, flags risks, and suggests what to do next.
- [Anomaly Detection](https://docs.pluvel.com/features/accounting/anomaly-detection.md): Automatic alerts when something looks off in your transactions.
- [Bank Rules](https://docs.pluvel.com/features/accounting/bank-rules.md): Automate transaction categorization with rules.
- [Budgets](https://docs.pluvel.com/features/accounting/budgets.md): Set spending limits and track how you're doing against them.
- [Transaction Categorization](https://docs.pluvel.com/features/accounting/categorization.md): Categorize transactions to the right accounts.
- [Chart of Accounts](https://docs.pluvel.com/features/accounting/chart-of-accounts.md): Set up and manage your account structure.
- [Fixed Assets](https://docs.pluvel.com/features/accounting/fixed-assets.md): Track equipment, vehicles, and property — plus calculate depreciation automatically.
- [Inventory](https://docs.pluvel.com/features/accounting/inventory.md): Track products you buy and sell, and calculate cost of goods sold.
- [Journal Entries](https://docs.pluvel.com/features/accounting/journal-entries.md): Create manual journal entries for adjustments and corrections.
- [Projects](https://docs.pluvel.com/features/accounting/projects.md): Track income and expenses by project to see which work is actually profitable.
- [Year-End Close](https://docs.pluvel.com/features/accounting/year-end-close.md): Close your books for the year and prepare for taxes and reporting.
- [Connecting Bank Accounts](https://docs.pluvel.com/features/banking/connecting-accounts.md): Link your bank accounts to Pluvel for automatic transaction sync.
- [Manual Accounts](https://docs.pluvel.com/features/banking/manual-accounts.md): Track accounts that can't be connected automatically.
- [Mercury Integration](https://docs.pluvel.com/features/banking/mercury.md): Connect Mercury for real-time transaction sync.
- [Bank Reconciliation](https://docs.pluvel.com/features/banking/reconciliation.md): Reconcile your bank accounts to ensure accuracy.
- [Bank Transactions](https://docs.pluvel.com/features/banking/transactions.md): View, categorize, and manage your bank transactions.
- [Adding Bills](https://docs.pluvel.com/features/bills/adding-bills.md): Track bills and what you owe vendors.
- [Bill Payments](https://docs.pluvel.com/features/bills/bill-payments.md): Record and schedule payments to vendors.
- [Expense Claims](https://docs.pluvel.com/features/bills/expense-claims.md): Submit and approve employee expense reimbursements.
- [Expense Reports](https://docs.pluvel.com/features/bills/expense-reports.md): Let employees submit expenses for reimbursement.
- [Purchase Orders](https://docs.pluvel.com/features/bills/purchase-orders.md): Create POs to authorize purchases before you receive a bill.
- [Receipt Management](https://docs.pluvel.com/features/bills/receipts.md): Capture, store, and match receipts to transactions.
- [Recurring Bills](https://docs.pluvel.com/features/bills/recurring-bills.md): Automate entry for bills that repeat.
- [Vendor Credits](https://docs.pluvel.com/features/bills/vendor-credits.md): Record credits from vendors and apply them to future bills.
- [Vendors](https://docs.pluvel.com/features/bills/vendors.md): Manage vendor information and payment details.
- [Dashboard](https://docs.pluvel.com/features/company/dashboard.md): Your company overview at a glance.
- [Notifications](https://docs.pluvel.com/features/company/notifications.md): Control what alerts you receive and how you get them.
- [Company Profile](https://docs.pluvel.com/features/company/profile.md): Manage your business information, addresses, and legal details.
- [Company settings](https://docs.pluvel.com/features/company/settings.md): Configure your company details and preferences.
- [Switching between companies](https://docs.pluvel.com/features/company/switching-companies.md): Manage multiple companies from one Pluvel account.
- [Team members](https://docs.pluvel.com/features/company/team-members.md): Invite others to access your company in Pluvel.
- [Annual Reports](https://docs.pluvel.com/features/compliance/annual-reports.md): File your state annual report through Pluvel.
- [Compliance Calendar](https://docs.pluvel.com/features/compliance/calendar.md): See all your business deadlines in one place.
- [Business Licenses](https://docs.pluvel.com/features/compliance/licenses.md): Track and manage your business licenses and permits.
- [Compliance Notifications](https://docs.pluvel.com/features/compliance/notifications.md): Configure how and when you're notified about compliance deadlines.
- [Renewals](https://docs.pluvel.com/features/compliance/renewals.md): Track and manage renewals for all business services.
- [Beneficial Ownership Information (BOI)](https://docs.pluvel.com/features/formation/boi.md): File your Beneficial Ownership Information Report with FinCEN.
- [Corporation Formation](https://docs.pluvel.com/features/formation/corporation.md): Form a C-Corporation through Pluvel.
- [EIN (Employer Identification Number)](https://docs.pluvel.com/features/formation/ein.md): Get your federal tax ID number.
- [LLC Formation](https://docs.pluvel.com/features/formation/llc.md): Form a Limited Liability Company through Pluvel.
- [Nonprofit Formation](https://docs.pluvel.com/features/formation/nonprofit.md): Form a 501(c)(3) nonprofit organization through Pluvel.
- [S-Corp Election](https://docs.pluvel.com/features/formation/s-corp.md): Elect S-Corporation status for tax savings.
- [Creating Invoices](https://docs.pluvel.com/features/invoicing/creating-invoices.md): Create and send professional invoices to your customers.
- [Credit Notes](https://docs.pluvel.com/features/invoicing/credit-notes.md): Issue credits and refunds to customers when things need adjusting.
- [Customers](https://docs.pluvel.com/features/invoicing/customers.md): Manage customer information and history.
- [Estimates & Quotes](https://docs.pluvel.com/features/invoicing/estimates.md): Send proposals to clients and convert them to invoices when approved.
- [Invoice Payments](https://docs.pluvel.com/features/invoicing/payments.md): Accept payments online and record offline payments.
- [Recurring Invoices](https://docs.pluvel.com/features/invoicing/recurring.md): Automate invoicing for repeat customers.
- [Payment Reminders](https://docs.pluvel.com/features/invoicing/reminders.md): Automatically remind customers about unpaid invoices.
- [Invoice Templates](https://docs.pluvel.com/features/invoicing/templates.md): Customize how your invoices look.
- [Mail Actions](https://docs.pluvel.com/features/mailroom/actions.md): Forward, download, archive, or shred your business mail.
- [Mail Categorization](https://docs.pluvel.com/features/mailroom/categorization.md): How Pluvel classifies your incoming mail.
- [How the Digital Mailroom Works](https://docs.pluvel.com/features/mailroom/how-it-works.md): Your business mail, digitized and organized.
- [Mailroom Settings](https://docs.pluvel.com/features/mailroom/settings.md): Configure notifications, forwarding, and mail handling preferences.
- [Viewing Your Mail](https://docs.pluvel.com/features/mailroom/viewing-mail.md): Access and read your scanned business mail.
- [1099 Forms](https://docs.pluvel.com/features/payroll/1099.md): Generate and file 1099 forms for contractors.
- [Payroll Analytics](https://docs.pluvel.com/features/payroll/analytics.md): Understand your labor costs, headcount trends, and workforce metrics.
- [Contractors](https://docs.pluvel.com/features/payroll/contractors.md): Manage independent contractors and 1099 payments.
- [Payroll Deductions](https://docs.pluvel.com/features/payroll/deductions.md): Set up pre-tax and post-tax deductions.
- [Direct Deposit](https://docs.pluvel.com/features/payroll/direct-deposit.md): Pay employees via direct deposit.
- [Direct Deposit Setup](https://docs.pluvel.com/features/payroll/direct-deposit-setup.md): Set up bank accounts for paying employees electronically.
- [Employee Management](https://docs.pluvel.com/features/payroll/employees.md): Add and manage employees for payroll.
- [New Hire Reports](https://docs.pluvel.com/features/payroll/new-hire-reports.md): File required new hire reports with state agencies.
- [Pay Schedules](https://docs.pluvel.com/features/payroll/pay-schedules.md): Configure when and how often you pay employees.
- [Pay Stubs](https://docs.pluvel.com/features/payroll/pay-stubs.md): Generate and access employee pay stubs.
- [Payroll Taxes](https://docs.pluvel.com/features/payroll/payroll-taxes.md): Understand and manage payroll tax obligations.
- [PTO Management](https://docs.pluvel.com/features/payroll/pto.md): Track vacation, sick time, and other paid time off.
- [Running Payroll](https://docs.pluvel.com/features/payroll/running-payroll.md): Process payroll for your employees.
- [W-2 Forms](https://docs.pluvel.com/features/payroll/w2.md): Generate and file W-2 forms for employees.
- [Changing Your Registered Agent](https://docs.pluvel.com/features/registered-agent/changing-agent.md): Switch your registered agent to Pluvel.
- [Registered Agent Documents](https://docs.pluvel.com/features/registered-agent/documents.md): Access formation documents and important filings.
- [How Registered Agent Works](https://docs.pluvel.com/features/registered-agent/how-it-works.md): Understand what a registered agent does and how Pluvel handles it.
- [Mail Forwarding](https://docs.pluvel.com/features/registered-agent/mail-forwarding.md): How Pluvel handles and forwards your business mail.
- [Accounts Payable Aging](https://docs.pluvel.com/features/reports/ap-aging.md): Track what you owe vendors and upcoming payments.
- [Accounts Receivable Aging](https://docs.pluvel.com/features/reports/ar-aging.md): Track outstanding invoices and customer payment status.
- [Balance Sheet](https://docs.pluvel.com/features/reports/balance-sheet.md): View your company's assets, liabilities, and equity.
- [Cash Flow Statement](https://docs.pluvel.com/features/reports/cash-flow.md): See where your cash comes from and where it goes.
- [Custom Reports](https://docs.pluvel.com/features/reports/custom.md): Build reports tailored to your specific needs.
- [Payroll Reports](https://docs.pluvel.com/features/reports/payroll-reports.md): View payroll summaries, tax liabilities, and employee details.
- [Profit & Loss Report](https://docs.pluvel.com/features/reports/profit-loss.md): See your revenue, expenses, and net income.
- [Tax Reports](https://docs.pluvel.com/features/reports/tax-reports.md): Reports for tax preparation and compliance.
- [Form 940](https://docs.pluvel.com/features/tax/940.md): Annual federal unemployment (FUTA) tax return filed by Pluvel.
- [Form 941](https://docs.pluvel.com/features/tax/941.md): Quarterly federal payroll tax return filed by Pluvel.
- [Payroll Taxes](https://docs.pluvel.com/features/tax/payroll-tax.md): How Pluvel handles payroll tax calculation, deposits, and filings.
- [Tax Profile](https://docs.pluvel.com/features/tax/profile.md): Set up your company's tax profile and identifiers.
- [Sales Tax](https://docs.pluvel.com/features/tax/sales-tax.md): Collect, track, and remit sales tax across multiple states.
- [State Taxes](https://docs.pluvel.com/features/tax/state-taxes.md): State income tax withholding and unemployment taxes across all 50 states.
- [File your BOI report](https://docs.pluvel.com/guides/formation/boi-report.md): Submit your Beneficial Ownership Information report to FinCEN.
- [Form a Corporation](https://docs.pluvel.com/guides/formation/form-corporation.md): Incorporate your business as a C-Corp or S-Corp through Pluvel.
- [Form an LLC](https://docs.pluvel.com/guides/formation/form-llc.md): Start a Limited Liability Company through Pluvel.
- [Get your EIN](https://docs.pluvel.com/guides/formation/get-ein.md): Apply for a federal Employer Identification Number from the IRS.
- [Stay compliant](https://docs.pluvel.com/guides/formation/stay-compliant.md): Keep your business in good standing with ongoing filings.
- [Create your account](https://docs.pluvel.com/guides/getting-started/create-account.md): Sign up for Pluvel and verify your email.
- [Quick start checklist](https://docs.pluvel.com/guides/getting-started/quick-start.md): Get up and running with Pluvel in 10 minutes.
- [Set up your first company](https://docs.pluvel.com/guides/getting-started/setup-company.md): Form a new company or connect an existing business to Pluvel.
- [What is Pluvel](https://docs.pluvel.com/guides/getting-started/what-is-pluvel.md): The all-in-one platform for forming, running, and managing your business.
- [Categorize transactions](https://docs.pluvel.com/guides/money/categorize-transactions.md): Organize your transactions for accurate financial records.
- [Connect your bank](https://docs.pluvel.com/guides/money/connect-bank.md): Link your business bank accounts to automatically import transactions.
- [Create invoices](https://docs.pluvel.com/guides/money/create-invoices.md): Bill your customers and get paid.
- [Track bills](https://docs.pluvel.com/guides/money/track-bills.md): Manage what you owe to vendors and suppliers.
- [Add a contractor](https://docs.pluvel.com/guides/payroll/add-contractor.md): Set up contractors and vendors for 1099 payments.
- [Add your first employee](https://docs.pluvel.com/guides/payroll/add-employee.md): Set up an employee in Pluvel for payroll.
- [Understanding payroll taxes](https://docs.pluvel.com/guides/payroll/payroll-taxes.md): What taxes you pay and when Pluvel files them.
- [Run your first payroll](https://docs.pluvel.com/guides/payroll/run-payroll.md): Process payroll for your employees in Pluvel.
- [Year-end payroll](https://docs.pluvel.com/guides/payroll/year-end.md): W-2s, 1099s, and year-end requirements.
- [Export for your accountant](https://docs.pluvel.com/guides/taxes/export-accountant.md): Get your data ready for tax preparation.
- [Financial reports](https://docs.pluvel.com/guides/taxes/financial-reports.md): Understand your business performance with standard financial reports.
- [Quarterly filings](https://docs.pluvel.com/guides/taxes/quarterly-filings.md): Stay on top of quarterly tax obligations.
- [Sales tax](https://docs.pluvel.com/guides/taxes/sales-tax.md): Collect and remit sales tax on your sales.
- [ADP](https://docs.pluvel.com/integrations/adp.md): Import employee and payroll data from ADP.
- [Gusto](https://docs.pluvel.com/integrations/gusto.md): Import employees, contractors, payroll history, and tax forms from Gusto.
- [Mercury](https://docs.pluvel.com/integrations/mercury.md): Connect Mercury for real-time banking data and enhanced features.
- [Integrations](https://docs.pluvel.com/integrations/overview.md): Connect Pluvel to the tools you already use.
- [Plaid](https://docs.pluvel.com/integrations/plaid.md): Connect your bank accounts securely through Plaid.
- [QuickBooks](https://docs.pluvel.com/integrations/quickbooks.md): Migrate your accounting data from QuickBooks Online.
- [Shopify](https://docs.pluvel.com/integrations/shopify.md): Connect Shopify to sync orders, payouts, and sales data.
- [Square](https://docs.pluvel.com/integrations/square.md): Connect Square to sync payments, invoices, and sales data.
- [Stripe](https://docs.pluvel.com/integrations/stripe.md): Connect Stripe to automatically import payments and reconcile deposits.
- [TaxCloud](https://docs.pluvel.com/integrations/taxcloud.md): Automate multi-state sales tax calculation, collection, and filing.
- [Wave](https://docs.pluvel.com/integrations/wave.md): Migrate your accounting data from Wave.
- [Xero](https://docs.pluvel.com/integrations/xero.md): Migrate your accounting data from Xero.
- [Pluvel Documentation](https://docs.pluvel.com/introduction.md): Everything you need to run your business with Pluvel.

## OpenAPI Specs

- [openapi](https://docs.pluvel.com/api-reference/openapi.json)

## Optional

- [Contact Support](mailto:support@pluvel.com)
- [Status](https://pluvel.com)