Getting started with Frienton

Welcome to Frienton!

To make your start as simple and structured as possible, we’ve put together an easy to follow 9-step plan for you. In addition, you’ll find matching video tutorials for a deeper introduction.

The 9-Step Plan for Your Optimal Start

(Ideal if you don’t want to watch all the videos)

1️⃣ Complete company and profile data

Go toe Settings > Company / Profile
Enter all data, including your company logo
For tax questions, your tax advisor can help

2️⃣ Connect business accounts

Integrate all bank accounts, credit cards, and PayPal to keep track of your cash flow
Initial categorization takes a maximum of 24 hours
You can edit account names and adjust SKR account numbers (if available)

3️⃣ Upload receipts

Upload all receipts starting from a defined date (e.g. from last month)
Verification takes up to 3 business days

4️⃣ Get to know Frienton features

Use our video tutorials to familiarize yourself with the features

5️⃣ Customize categories for financial controlling

Go to Settings > Categories
Choose or add categories according to your financial plan
Discuss with your tax advisor if necessary

6️⃣ Optimize transaction categorization

Go to Multibanking > Transactions
Train Frienton to correctly assign transactions

7️⃣ Set up budgeting

Go to Planning > Budgeting
Plan monthly expenses/income and import data from Excel or Google Sheets

8️⃣ Configure integrations

Go to Settings > APIs & Integrations]
Connect partners like DATEV, Stripe, Shopify, etc. to increase the degree of automation

9️⃣ Invite additional users

Go to Settings > User Management
Invite colleagues, investors, or tax advisors to collaborate.

Video tutorials for an ideal start with Frienton

These tutorials help you get to know Frienton in detail:

Multibanking: Connect accounts and centrally manage payment flows
Configure categories: Optimally set up booking categories
Bookkeeping workflow: Efficiently manage receipts, payments, and bookings
Quote and invoice creation: Create quotes and invoices directly in Frienton
Payment workflow: Track and automatically assign payments
Planning & controlling: Keep an eye on budget, forecast, and liquidity
Reporting: Make use of live-reportings and business insights
Monthly closing: Efficiently complete financial processes at the end of the month
Onboarding of your tax accountant: For optimal collaboration
Stripe integration

Personal support & onboarding

Questions?

You can reach us anytime via the chat window (bottom right on the platform) or by e-mail at service@frienton.com.

Individual Onboarding

We offer personal onboarding sessions tailored to your company, supporting you during setup and configuration.

An overview of our onboarding and migration services can be found here.

Updated on: 02/11/2025

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