PolyAccounts user guide

Set up your next company’s books, understand the ledger, and bring your team and AI agents into the workflow.

Quick start

1
Create your account
Sign up with your email. Tell us whether the books are for a business, a law firm, or personal finances, and your workspace is created with a starter chart of accounts in your currency and language.
2
Shape your chart of accounts
Open Chart of Accounts and rename, add, or retire accounts to match how you think about your money. Accounts group into assets, liabilities, equity, income, and expenses.
3
Bring in your transactions
Import a bank CSV or connect a feed when available. The importer detects duplicates, matches transfers between your accounts, and remembers how you code each payee so the next import is faster.
4
Invite your team
From the Users screen, send an email invitation. Your accountant or staff get their own login into the same books, with the role you choose.
5
Work from live reports
Open the P&L or Balance Sheet and click any amount to see the entries behind it. Reports are always current because they read straight from the ledger.

The heart of the system. Every entry is a balanced debit and credit with search, inline editing, splits, and undo.

P&L, Balance Sheet and Payees. Compare periods, filter by account tags and export your reports.

Staged imports you review before posting. Duplicate detection, transfer matching, coding rules, and a full explain trail for every suggestion.

Time and expense capture, invoices, statements, receivables, payables, and trust accounting, all posting straight to the ledger.

Recurring billing schedules, statement emails, payment links, and approval thresholds that route big items to an admin.

Email invitations, staff roles, and a read-only client portal in the client language.