Setup

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Get started with %%APP_NAME%% by creating your account and setting up API access

Create Your Account

  1. Visit 1Flow
  2. Sign up with your email or Google account
  3. Verify your email address
%%APP_NAME%% login screen
%%APP_NAME%% login screen

Create an Organization (Optional)

Data in 1Flow is organized into organizations. A default organization is automatically created when you sign up, so you can start using the system immediately.

You can create additional organizations to better organize your data, team members, and billing:

  1. Click Create Organization in the dashboard
  2. Enter your organization name
  3. Choose your preferred settings
%%APP_NAME%% create organization screen
%%APP_NAME%% create organization screen

Organizations help you manage documents, team members, and billing in one place.

Start Uploading Documents

Think of 1Flow as a Financial-OS where you can click on different apps to get the job done.

The system comes with several built-in apps. The first one you'll need is the Browse/Upload Documents app:

  1. Click Upload Document in the Apps dashboard
  2. Drag and drop or select your document file
  3. A progress bar will appear as the system extracts data from the document
%%APP_NAME%% upload document screen
%%APP_NAME%% upload document screen

What's Next?