Workflow

From sign-up to your first paid invoice

DavoBooks is designed so a business can be operating on real numbers the same day. These are the three steps that get you there.

Create your account

Register your company and invite your team. Assign roles such as Director or Accountant so permissions are correct from day one.

Registration takes a few minutes. You choose your company name, base currency and the people who will have access. Role-based permissions mean an accountant sees the ledger, while a director sees approvals and company performance.

Set up inventory and bank

Add your products, categories and opening quantities, then link the bank accounts you trade from.

Import your product list or add items as you go. Link each bank account so payments and expenses post to a real balance, which makes reconciliation and reporting accurate from the very first transaction.

Invoice and get paid

Raise invoices from your stock, send the PDF, and let stock deduct automatically once payment is confirmed.

Because invoices are built from stock and payments post to bank accounts, every sale updates inventory, receivables and the ledger together. Month-end becomes a review rather than a rebuild.

Good habits

Three small decisions that save months of tidying

None of these take long at the beginning, and all three are painful to fix afterwards.

Invite your accountant from the start, not at year end.
Import your product list instead of typing each item.
Reconcile the first month within a few days.

What a typical first month looks like

Stage	What you do	What you get back
Day 1	Register the company and invite staff	Roles and permissions in place
Day 1-2	Load stock items and bank accounts	Accurate pricing and balances
Week 1	Raise invoices and record payments	Stock and receivables update together
Week 2-4	Record expenses and reconcile	Cash flow you can actually trust
Month end	Review reports and follow up balances	A review, not a rebuild

Timelines depend on how many products and open balances you start with.

Prefer a guided start?

Our team can help with opening balances, product imports and payroll setup so the first month ends cleanly.

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