> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ai2fin.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Get started with AI2Fin in minutes - complete setup guide

## Welcome to AI2Fin

Get up and running with AI2Fin's AI-powered financial management platform in just a few minutes. This guide will walk you through the essential steps to start managing your finances intelligently.

<Info>
  **Prerequisites:** You'll need bank statements or transaction data in CSV format, and basic business information for tax settings.
</Info>

## Step 1: Create Your Account

### Sign Up Process

1. **Visit the Platform**
   * Go to [app.ai2fin.com](https://app.ai2fin.com)
   * Click "Get Started" or "Sign Up"

2. **Account Setup**
   * Enter your email address
   * Create a secure password
   * Verify your email address

3. **Business Information**
   * Company name and type
   * Business registration number
   * Primary business address
   * Tax year settings

<Card title="Pro Tip" icon="lightbulb">
  Set up your account with accurate business information for better AI categorization and tax optimization.
</Card>

## Step 2: Import Your Financial Data

### CSV Import Process

<Steps>
  <Step title="Prepare Your Data">
    Export your bank statements from your banking platform in CSV format. Most banks support this export feature.
  </Step>

  <Step title="Upload to AI2Fin">
    1. Go to the Dashboard
    2. Click "Upload CSV" or "Import Data"
    3. Select your CSV file
    4. Confirm the upload
  </Step>

  <Step title="Data Processing">
    AI2Fin will automatically process and categorize your transactions using AI algorithms.
  </Step>
</Steps>

### Supported CSV Formats

<AccordionGroup>
  <Accordion title="Common Bank Formats">
    * **Standard CSV**: Most banks worldwide support CSV export
    * **PDF Statements**: Universal bank statement format
    * **Custom Formats**: Flexible import mapping for any bank
    * **Multi-Currency**: Support for international transactions
    * **Accounting Software**: QuickBooks, Xero, and other exports
  </Accordion>

  <Accordion title="Required CSV Columns">
    * **Date**: Transaction date (DD/MM/YYYY format)
    * **Description**: Transaction description
    * **Amount**: Transaction amount (positive for income, negative for expenses)
    * **Balance**: Account balance (optional)
    * **Reference**: Transaction reference number (optional)
  </Accordion>
</AccordionGroup>

### Receipt Capture (Mobile & PDF)

<Columns cols={2}>
  <Card title="Snap or Upload" icon="camera">
    * Tap the camera icon in chat to photograph a receipt on your phone
    * Upload images or PDFs (JPG, PNG, PDF, HEIC) through the chat attachment button
    * Store the asset securely for linking to transactions or expenses later
  </Card>

  <Card title="AI Extraction" icon="robot">
    * The assistant reads merchant, date, total, and GST from every file
    * Matches receipts to transactions within ±7 days and ±1% amount tolerance
    * Creates a new expense automatically when no match exists
  </Card>
</Columns>

## Step 3: Configure Your Categories

### Default Categories

AI2Fin comes with pre-configured business categories:

<Columns cols={2}>
  <Card title="Office Expenses" icon="building">
    Rent, utilities, office supplies, equipment
  </Card>

  <Card title="Professional Services" icon="briefcase">
    Legal fees, accounting, consulting
  </Card>

  <Card title="Travel & Transport" icon="car">
    Vehicle expenses, fuel, public transport
  </Card>

  <Card title="Marketing & Advertising" icon="megaphone">
    Online ads, print materials, events
  </Card>
</Columns>

### Custom Category Setup

<Steps>
  <Step title="Access Categories">
    1. Go to Dashboard → Categories
    2. View existing categories
  </Step>

  <Step title="Create New Categories">
    1. Click "Add Category"
    2. Enter category name and description
    3. Set tax deductibility status
    4. Save the category
  </Step>

  <Step title="Configure Rules">
    Set up automatic categorization rules for consistent processing.
  </Step>
</Steps>

## Step 4: Set Up Tax Preferences

### GST Configuration

<Card title="GST Settings" icon="receipt">
  Configure your GST preferences for accurate tax calculations and reporting.
</Card>

<Steps>
  <Step title="Enable GST">
    1. Go to Settings → Tax Preferences
    2. Toggle "Enable GST"
    3. Set your GST registration status
  </Step>

  <Step title="Configure Rates">
    * Default GST rate: 10%
    * Custom rates for specific categories
    * Zero-rated items configuration
  </Step>

  <Step title="Business Use Percentage">
    Set default business use percentages for different expense types.
  </Step>
</Steps>

### Tax Deduction Settings

<AccordionGroup>
  <Accordion title="Common Deductible Expenses">
    * **Home Office**: Rent, utilities, internet (proportionate)
    * **Vehicle**: Fuel, maintenance, registration (business use %)
    * **Professional Development**: Training, courses, subscriptions
    * **Equipment**: Computers, software, office furniture
  </Accordion>

  <Accordion title="Tax Compliance Requirements">
    * **Record Keeping**: Maintain detailed transaction records
    * **Receipt Storage**: Keep receipts for all deductible expenses
    * **Business Purpose**: Document business use for mixed expenses
    * **Audit Trail**: Ensure complete audit trail for all transactions
  </Accordion>
</AccordionGroup>

## Step 5: Explore the Dashboard

### Main Dashboard Elements

<Columns cols={2}>
  <Card title="Financial Overview" icon="chart-pie">
    Real-time statistics and key metrics
  </Card>

  <Card title="Recent Transactions" icon="clock">
    Latest transactions and AI categorization
  </Card>

  <Card title="Quick Actions" icon="bolt">
    Fast access to common tasks
  </Card>

  <Card title="System Status" icon="server">
    AI services and connectivity status
  </Card>
</Columns>

### Navigation Overview

<Steps>
  <Step title="Sidebar Navigation">
    Access all features through the organized sidebar menu:

    * **Inputs**: Bank Transactions, Email Processing
    * **Personalize**: Categories, Custom Rules, Allocations
    * **Analysis**: All Transactions, Expenses, Patterns, Travel
    * **Reports**: Insight+, Tax Export, AI Assistant
  </Step>

  <Step title="Quick Actions">
    Use the dashboard quick action buttons for:

    * Creating new expenses
    * Setting up recurring bills
    * Logging travel expenses
    * Uploading CSV files
  </Step>
</Steps>

## Step 6: Start Using AI Features

### Smart Categorization

<Card title="AI Categorization" icon="brain">
  Let AI automatically categorize your transactions based on patterns and machine learning.
</Card>

<Steps>
  <Step title="Review AI Suggestions">
    1. Go to All Transactions
    2. Look for uncategorized transactions
    3. Review AI suggestions
  </Step>

  <Step title="Accept or Modify">
    1. Accept AI suggestions that are correct
    2. Modify incorrect categorizations
    3. AI learns from your feedback
  </Step>

  <Step title="Bulk Processing">
    Use bulk categorization for multiple similar transactions.
  </Step>
</Steps>

### Pattern Analysis

<Info>
  AI2Fin automatically detects recurring patterns in your transactions, such as monthly bills and regular expenses.
</Info>

### AI Assistant Kickstart

<Card title="Chat with AI2Fin" icon="message-circle">
  * Ask "Show my expenses without receipts" to surface missing documentation instantly.
  * Upload a photo and say "Create a transaction from this" to extract data and file it automatically.
  * Request "What is my GST liability this quarter?" for a tax-ready breakdown using your configured rates.
  * Run bulk actions like "Categorize every Uber ride as Transport" without leaving the chat window.
</Card>

## Next Steps

### Explore Advanced Features

<Columns cols={2}>
  <Card title="Travel Expenses" icon="car" href="/guides/travel-expenses">
    Set up vehicle tracking and mileage logging
  </Card>

  <Card title="Custom Rules" icon="gear" href="/features/custom-rules">
    Create automated processing rules
  </Card>

  <Card title="Tax Exports" icon="file-export" href="/features/tax-export">
    Generate tax-compliant reports
  </Card>

  <Card title="API Integration" icon="code" href="/api-reference/introduction">
    Connect with other business tools
  </Card>
</Columns>

### Get Help

<Card title="Need Assistance?" icon="question-circle" href="mailto:support@ai2fin.com">
  Contact our support team for personalized help with setup and configuration.
</Card>

## Troubleshooting

<AccordionGroup>
  <Accordion title="CSV Import Issues">
    **Common Problems:**

    * Incorrect date format
    * Missing required columns
    * Special characters in descriptions

    **Solutions:**

    * Use DD/MM/YYYY date format
    * Ensure Amount column exists
    * Clean up transaction descriptions
  </Accordion>

  <Accordion title="Categorization Issues">
    **Common Problems:**

    * AI not categorizing transactions
    * Incorrect category suggestions
    * Missing categories

    **Solutions:**

    * Check AI service status
    * Provide feedback to improve accuracy
    * Create missing categories manually
  </Accordion>
</AccordionGroup>

***

**Congratulations!** You're now ready to start using AI2Fin for intelligent financial management. The AI will continue learning from your usage patterns to provide better insights and automation over time.

**Ready for more?** Explore our [Dashboard Navigation Guide](/guides/dashboard-navigation) or learn about [Smart Categorization](/features/smart-categorisation).