Getting Started
Getting started with Financial Fern
Create a workspace, upload the records you already have, and confirm suggestions in short sessions.
Last updated 2026-09-05
Financial Fern is a calm place to sort small-business bookkeeping. You upload the records you already have, review likely matches and category suggestions, and confirm decisions in short sessions.
It does not replace an accountant. It does not provide tax, legal, investment, or financial advice.
You do not connect a bank
Financial Fern does not currently connect directly to bank accounts or collect bank-login credentials. You upload the statements and receipts you choose to provide.
First hour
- Sign in and set your business name under Settings if you want it on the workspace.
- Open Home or Accounts and upload a statement or receipts.
- Open Review and confirm, change, or skip each suggestion.
You can work for two minutes or twenty. Completed decisions stay saved, and unfinished items wait for your next session.