Welcome to Acculyt AI
Setting up your Acculyt AI account takes less than 10 minutes. Follow the steps below to get your business fully configured.
Step 1: Create Your Account
- Visit app.acculytai.com and click Start Free.
- Enter your business email and create a secure password.
- Check your inbox for a verification email and click the link to confirm.
Step 2: Business Profile
After verifying your email, you'll be prompted to fill in your business details:
- Business name — this appears on all invoices and reports
- Business type — Sole Proprietor, Partnership, Corporation
- Industry — helps Acculyt AI pre-configure relevant chart of accounts
- Country & tax region — determines applicable tax rules (GST/HST for Canada, VAT for UK, etc.)
- Fiscal year start — defaults to January 1; change if your year differs
Step 3: Connect Your Bank Account
Acculyt AI uses bank-grade encryption (256-bit TLS) to connect to over 10,000 financial institutions via Plaid.
- Go to Banking → Connect Account.
- Search for your bank and sign in with your banking credentials.
- Select the accounts to import (chequing, savings, credit cards).
- Transactions from the last 90 days are imported automatically.
Step 4: Invite Your Team
You can invite accountants, bookkeepers, or team members:
- Go to Settings → Users & Permissions.
- Click Invite User and enter their email.
- Choose a role: Admin, Accountant, Viewer, or Custom.
- They'll receive an invitation email with a secure setup link.
Step 5: Configure Taxes
- Go to Settings → Taxes.
- Acculyt AI auto-detects your tax region based on the country you selected.
- For Canada: GST/HST rates are pre-loaded by province.
- For the UK: VAT rates (standard 20%, reduced 5%) are pre-configured.
- Add custom tax rates if your business has special requirements.
You're Ready!
Once these steps are complete, you can start creating invoices, recording expenses, running payroll, and generating financial reports. If you need help at any point, use the Accu AI chat button or visit this Help Centre.