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Guides for workspaces, teams, templates, inventory, printing and your business records
Prefer to see how it works?
Follow a fictional business through the real app, with screenshots and practical walkthroughs.
Featured guides
Getting started with Financials
Understand what Financials includes, set the base currency and review records without creating a competing ledger.
Free vs Pro plans
Compare Experi Free, the Pro trial and the paid Pro subscription using the current product limits.
Email Verification — Why It Is Required
Verify your account email safely and distinguish verification from permission to send client documents.
Creating Professional Quotes
Learn how to create and send professional quotes to potential clients.
Using the Time Tracker
Learn how to track time with Experi's live timer and manual entries.
Using and saving invoice templates
Apply a curated or saved template without copying a client, dates or invoice status.
Browse by Category
Getting Started
Set up Experi and learn the core workflow
Step-by-step Workflows
Illustrated guides from first invoice to reviewed business records
Invoices
Create, reuse, print, send and follow up invoices
Quotes & Proposals
Professional quotes and proposals for your clients
Teams & Workspaces
Choose the right business, invite colleagues and control team access
Service Agreements
Legally-binding service agreements with electronic signatures
Projects
Organise client work, budgets and unbilled value
Time Tracking
Track billable hours with live timers and manual entry
Products, Services & Inventory
Recall repeat work and manage operational stock, receipts and returns
Bills & Expenses
Record supplier invoices, review emailed Draft Bills and track business costs
Clients
Manage client records and secure document access
Financials & Other Sales
Portfolio reporting, non-invoice sales, business P&L, shared costs and accountant exports
Reports & Analytics
Dashboard, tax, VAT and management reporting explained
Settings & Account
Configure business details, automation, security and preferences
Billing & Subscriptions
Manage the Experi plan and Stripe billing portal
Pricing & Plans
Current Free limits, Pro trial, pricing and cancellation guidance
Security & Privacy
Protect access, export data and understand privacy controls
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