Create Business
Getting StartedStep 1 of 7

Create Your Business Instance

Follow our step-by-step guide to set up your business instance on Obsidyun. We'll walk you through each part of the process.

7
Simple Steps
5min
Setup Time
24/7
Support
7 Steps
to Success
Quick Setup
5 minutes or less
Team Ready
Invite your team
1

Login or Sign Up

Start by logging into your Obsidyun account or creating a new one if you haven't already.

O
Obsidyun
"
Innovation distinguishes between a leader and a follower.
SJ
Steve Jobs
Co-founder, Apple Inc.
Sign in to your account
Access your Obsidyun dashboard
Email
john@obsidyun.com
Password
••••••••
Remember me
Forgot password?
New to Obsidyun?

Pro Tips

  • Use your business email for registration.
  • Enable two-factor authentication for security.
  • Complete your profile information.
2

Access Dashboard & Create Instance

From your dashboard, locate and click the 'Create Instance' button to begin setting up your business.

Create New Business
Start your next venture
Get Started
JD
John Doe
Owner

Pro Tips

  • Click 'Create New Business' to start your setup.
  • You can manage multiple businesses from your dashboard.
  • Your progress will be saved automatically.
3

Business Information

Enter your business details including name, role, branch, and primary currency.

Setup Progress
  1. 1Business Information
  2. 2Tax Configuration
  3. 3Chart of Accounts
  4. 4Bank Accounts
  5. 5Payment Method
  6. 6Setup Complete
Business Information
Tell us about your business

Pro Tips

  • Use your legal business name for compliance.
  • Choose a descriptive branch name if you have more than one location.
  • Select the correct primary currency for your transactions.
4

Tax Configuration

Set up your tax rates and categories for accurate financial management.

Setup Progress
  1. Business Information
  2. 2Tax Configuration
  3. 3Chart of Accounts
  4. 4Bank Accounts
  5. 5Payment Method
  6. 6Setup Complete
Tax Configuration
Configure your tax rates and categories
Add Tax Rate

Pro Tips

  • Add all applicable tax rates for your business.
  • Double-check tax percentages for accuracy.
  • You can edit or add more tax rates later.
5

Chart of Accounts

Set up your chart of accounts to organize your financial transactions and reporting.

Setup Progress
  1. Business Information
  2. Tax Configuration
  3. 3Chart of Accounts
  4. 4Bank Accounts
  5. 5Payment Method
  6. 6Setup Complete
Chart of Accounts
Import your chart of accounts
Chart of Accounts
Optional
Import your existing chart of accounts from Excel
Required Columns: Account Name, Account Type, Description, Balance
File Format: CSV only, max 5MB
Upload Chart of Accounts
Drag and drop or click to upload

Pro Tips

  • Download and use the provided template for correct formatting.
  • Ensure all required columns are present in your file.
  • File must be CSV and under 5MB in size.
6

Bank Accounts

Add your business bank accounts for seamless financial operations.

Setup Progress
  1. Business Information
  2. Tax Configuration
  3. Chart of Accounts
  4. 4Bank Accounts
  5. 5Payment Method
  6. 6Setup Complete
Bank Accounts
Connect your banking
Bank Accounts
Optional
Connect your business bank accounts
Bank Account

Pro Tips

  • Double-check your account and routing numbers for accuracy.
  • Opening balance should match your bank statement.
  • Bank address is optional but recommended for records.
7

Choose Your Plan

Select the plan that best fits your business needs and budget.

Setup Progress
  1. Business Information
  2. Tax Configuration
  3. Chart of Accounts
  4. Bank Accounts
  5. 5Payment Method
  6. 6Setup Complete
Payment Method
Select your preferred payment method
Business Plan
$35
per month
30-Day Free Trial
Credit Card
Pay with Visa, Mastercard, or American Express

Pro Tips

  • Review all plan features and limits before selecting.
  • Consider your current and future business needs.
  • Contact sales for custom requirements.

Need Help?

Support

We're here to help

Get help from our support team for any questions about instance creation. We're available 24/7 to assist you.