Set up Experi and learn the core workflow
6 articles
A current checklist for setting up your workspace and recording your first business activity.
Understand how Experi connects invoicing, incoming bills, sales records and management reporting.
Learn why email verification is mandatory and how to verify your email address.
Learn how to add clients to Experi and keep their information organized.
Get familiar with your Experi dashboard and learn what each section shows.
Complete your business profile to appear professional on invoices and quotes.