Getting Started

Joining Beany

• What needs to happen before you can be my accountant?
• When do I get to meet my accountant?
• Not yet fully set up - can I speak to my accountant?
• What happens once I've finished onboarding?

Granting Beany access to your software

• How do I invite Beany UK to my Xero ledger?
• Granting Beany access to Xero payroll
• Transferring your Xero file to Beany
• How to give us access to your accounting software