Onboarding

Set up AR Desk

Create the organisation record first. As soon as that draft exists, continue straight into the live Xero connection flow.

No login required for initial setup.

Sequence

1. Create organisation record

2. Capture sender identity and tone settings

3. Connect Xero

4. Import overdue invoices

5. Review first recovery queue

6. Activate reminder workflows

Open Xero connection flow Back to homepage