Development

Getting Started With JustPaid: A Step-by-Step Guide

JustPaid Team Logo
JustPaid Team
October 4, 20242 min read
Step-by-step guide illustration with friendly AI robots representing cash and accrual accounting methods, featuring numbered steps, graduation cap, balance scale, and educational elements for JustPaid onboarding

Step 1: Sign Up for JustPaid

To get started with JustPaid, head to our website at JustPaid.ai and sign up for an account. You'll need to provide some basic information about yourself and your business, such as your name, email address, and company name.

Step 2: Set Up your Company Profile

Once you've created your account, setting up your company profile is next. This includes adding your company logo, setting your default currency, and entering your tax information. Again, take your time with this step, as it's crucial to ensuring that your financial information is accurate and up-to-date.

Step 3: Connect Your Bank Accounts

To make the most of JustPaid, you'll need to connect your bank accounts. This will allow the software to automatically import your financial transactions, making it easy to keep track of your income and expenses. JustPaid supports a wide range of banks, so your bank is likely supported. Once you've connected your accounts, you'll be able to view all your financial data in one place.

Step 4: Customize Your Categories

To help you better understand your finances, JustPaid allows you to customize your income and expense categories. This will enable you to track your spending in greater detail and provides insights into where you're spending your money.

Some common categories include **rent, utilities, marketing expenses, **and office supplies. You can also create custom categories to reflect your business's unique expenses better.

Step 5: Start Managing Your Finances

Now that you're all set up, it's time to start managing your finances with JustPaid. You can easily create invoices, track expenses, and generate financial reports with just a few clicks.

Remember that while JustPaid is a powerful tool, it's only as effective as the data you input. So,** **keep your financial information up-to-date, and review your reports regularly to ensure that everything is accurate.

Getting started with JustPaid is easy cake. By following these steps and keeping a few key things in mind, you'll be well on your way to efficiently managing your finances. With JustPaid, you can focus on growing your business, knowing that your financial information is in good hands.

Get Started with JustPaid

Automate invoicing, streamline accounts receivable, and accelerate revenue with JustPaid.

Latest posts

Desk with invoices, yellow sticky notes reading PAID and PAY INVOICES, calculator, and notebook — SaaS accounting and billing workspace
Finance

ASC 606 for SaaS: The 5-Step Model Explained

ASC 606 revenue recognition for SaaS companies — the 5-step model broken down with real examples. Learn when and how to recognize your revenue correctly.

Shrinija Kummari
Shrinija Kummari
2026-03-189 min read
Read more
Flat illustration of a professional next to a dashboard with customer profiles, shopping cart, and analytics charts — integrated CRM and billing data
SaaS

The Gap Between Your CRM and Your Billing Data Is Where Churn Hides

JustPaid and Attio now sync billing data into your CRM in real time — so your team sees payment health, MRR, and churn risk where they already work.

Shrinija Kummari
Shrinija Kummari
2026-03-186 min read
Read more
Tax document, calculator with error, clock, and money—JustPaid and Numeral solve tax compliance
Finance

Your Invoice Is a Tax Compliance Problem. Here's the Fix.

Sending invoices is supposed to be the easy part. But tax accuracy—sales tax, VAT, GST—is creating compliance liability. Here's how the JustPaid and Numeral integration fixes it.

Zuny Fester
Zuny Fester
2026-03-135 min read
Read more
Human and robotic hands in a fist bump, symbolizing collaboration and trust between humans and AI
Fintech

The Trust Problem: Why Businesses Are Scared to Let AI Agents Actually Do Things

Everyone wants AI agents—but most companies freeze when it's time to let an agent actually act. Why the trust gap isn't a technology problem, and how to get past it.

Shrinija Kummari
Shrinija Kummari
2026-03-057 min read
Read more
Hands with a credit card and laptop on a wooden desk, symbolizing payment and digital billing in the AI era
Fintech

AI Is Breaking How Companies Charge for Software

Seat-based pricing is collapsing while hybrid models surge. Why AI products are exposing a billing infrastructure problem nobody is talking about—and what your stack needs to support.

Shrinija Kummari
Shrinija Kummari
2026-02-268 min read
Read more
Human and robotic hands collaborating on a keyboard, symbolizing AI agents working alongside humans in finance and technology
Finance

OpenClaw's Role in the Next Financial Era

Unpacking OpenClaw—an open source AI agent designed to act, not just chat—and how it might transform money, markets, and trust between 2026 and 2036.

Shrinija Kummari
Shrinija Kummari
2026-02-175 min read
Read more

Built with ❤️ in San Francisco

Copyright © 2026 JustPaid. All rights reserved