> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fincelo.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get Fincelo running for your team in under 30 minutes.

## Overview

Onboarding to Fincelo takes four steps. Most subscribers are fully operational within one business day.

<Steps>
  <Step title="Connect your workspace">
    Your Fincelo workspace is provisioned by the team after your demo call. You'll receive an email at your company address with login credentials.

    **What gets set up automatically:**

    * Your Supabase database schema (all tables, RLS policies, functions)
    * Default agent configurations (all start inactive — you activate them)
    * CFO morning brief schedule (6:30 AM IST daily)
    * Default customer scoring weights
  </Step>

  <Step title="Upload your contracts">
    Go to **Contracts → Upload** and upload your customer contracts as PDFs.

    Fincelo's AI will extract:

    * Contract value, billing frequency, payment terms
    * Start date, end date, auto-renewal clause
    * Notice period, termination clause
    * Usage limits, price per seat, discount %
    * SLA terms, ratchet clauses

    Each field gets a confidence score. Your team reviews and confirms — corrections teach the AI for next time.

    <Info>
      Start with your top 10 customers by ARR. The AI learns fastest when you correct its mistakes on real contracts.
    </Info>
  </Step>

  <Step title="Connect your CRM">
    Go to **Settings → CRM Integration** and connect Salesforce or HubSpot.

    Fincelo syncs **Closed Won deals only** — creating a contract record automatically when a deal closes. The stage name is configurable (default: "Closed Won").

    If you don't use a CRM, skip this step — you can manually create customers and contracts directly in Fincelo.
  </Step>

  <Step title="Activate your agents">
    Go to **Settings → Agents** and review the 7 agents. Each one is inactive by default.

    **Recommended activation order:**

    1. **Smart Billing** — starts generating invoices from your contracts
    2. **Collections** — begins dunning on overdue invoices
    3. **Renewal** — sends 90/60/30/7 day renewal alerts
    4. **Compliance** — handles GST e-invoicing and TDS matching
    5. **Revenue Anomaly** — detects ARR deviations and expansion signals
    6. **Period Close** — assists with month-end close
    7. **CFO Copilot** — conversational interface, activates last

    <Warning>
      Never activate Autopilot rules without reviewing them first. All autopilot rules require explicit CFO approval before going live.
    </Warning>
  </Step>
</Steps>

## Your First Week

| Day       | What to do                                                         |
| --------- | ------------------------------------------------------------------ |
| **Day 1** | Upload top 10 contracts. Confirm AI extractions. Create customers. |
| **Day 2** | Activate Smart Billing + Collections. Review first invoice run.    |
| **Day 3** | Connect CRM. Review Closed Won sync.                               |
| **Day 4** | Activate Renewal agent. Check renewal pipeline.                    |
| **Day 5** | Connect support ticketing platform (Zendesk/Freshdesk/Jira).       |
| **Day 7** | Review first CFO Morning Brief. Activate CFO Copilot.              |

## Minimum Requirements

Before going live, ensure you have:

<CheckList>
  * [ ] At least 5 contracts uploaded and confirmed
  * [ ] GSTIN configured in Settings → Compliance
  * [ ] Bank account details added for payment tracking
  * [ ] At least one CSM assigned to each customer (for CSM Hub alerts)
  * [ ] Billing email verified ([finance@yourcompany.com](mailto:finance@yourcompany.com))
</CheckList>

## Need Help?

<Card title="Book a Setup Call" icon="calendar" href="https://calendly.com/founders-fincelo/30min">
  Our team will walk you through setup live. Most teams are fully operational after one 30-minute call.
</Card>