Initial Setup Guide

After creating your account, RightOffs will guide you through a quick setup to personalize your experience.

Setup Steps

Step 1: Business Name

Enter your business name as you'd like it to appear on PDF reports and exports. This can be:

• Your company name (e.g., "Smith Consulting LLC")
• Your freelance business name
• Your name if you operate as a sole proprietor

This name will appear on your Profit & Loss reports and other generated documents.

Step 2: Industry Selection

Select your industry from the list. This helps RightOffs:

• Improve AI classification: Our AI uses your industry to better categorize transactions automatically
• Suggest relevant categories: See expense categories most common in your field
• Provide smarter insights: Get more accurate recommendations for deductions

Available industries include:

• Professional Services
• Consulting
• E-commerce / Retail
• Real Estate
• Healthcare
• Technology
• Creative / Design
• And more...

Don't worry if your industry isn't listed exactly - choose the closest match. You can always update this in Settings later.

After Setup

Once you complete the initial setup, you can:

1. Connect a bank account (Pro plan) - Automatically import transactions
2. Add manual transactions (Free plan) - Enter expenses and income by hand
3. Start categorizing - Organize your transactions for tax purposes

Updating Your Settings

You can change your business name and industry anytime:

1. Go to Settings from the sidebar
2. Select Profile
3. Update your information and save

Next Steps

• Connect Your Bank Account
• Add Your First Transaction
• Managing Your Transactions

Need help? Contact us at support@rightoffs.com