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A lifeboat crew member in a helmet on a stormy coastline

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Here when

Here when

Here when

you need

you need

you need

a hand.

a hand.

a hand.

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Kerry Pascoe · Lifeboat crew, Cornwall

Support · Today

9 min

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Getting started

Set up your account, invite your team and connect a bank.

Bank connections

Fixing syncs, renewing access and adding accounts.

Invoices

Templates, reminders, card payments and credit notes.

Payroll

Connecting providers, forecasts and shortfall alerts.

VAT and tax

Tax filing, tax pots and deadlines.

Account and billing

Plans, invoices, users and closing your account.

Popular

Popular questions.

How do I connect my bank?

Go to Settings, choose Bank connections and pick your bank. You will be sent to your bank to approve read-only access.

Why has my bank stopped syncing?

Open banking access needs renewing every 90 days. Kassa reminds you a week before, and you can renew in two clicks.

How do I invite my accountant?

Settings, Team, Invite accountant. Their seat is free on every plan.

Can I change my plan?

Yes, any time from Settings, Billing. Changes take effect at the end of the billing period.

How do I talk to a person?

Use the chat bubble in the app, or email help@kassa.finance. A real person replies, usually within minutes.

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Book a 20-minute walkthrough on data like yours. Most teams are live the same afternoon.

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A ceramicist at the worktable in her pottery studio with her laptop and phone

Talk to someone who knows the numbers

Book a 20-minute walkthrough on data like yours. Most teams are live the same afternoon.

→ 14-day trial, no card required

Close the month faster

Get paid sooner

Never miss VAT

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