Quickstart

Use this guide to create your account, choose a plan, connect your first tool, and open your dashboard.

Step 1: Create Your Account

Go to app.nummbas.com/register
Enter your name, email address, and a password
Verify your email address

Step 2: Complete Onboarding

After signing in, you will be guided through a two-step onboarding process.

Business Profile

Tell us about your business so we can tailor your experience:

Your Role - your role in the business
Currency - your primary reporting currency (defaults to USD)
Organization Timezone - the default schedule for emails and alert summaries
Countries of Operation - where your business operates (optional)
Industry - select from 13 DTC verticals
Monthly Revenue Range - helps us set appropriate benchmarks
Business Age - under 1 year, 1 to 2 years, 3 to 5 years, or 5+ years
Team Size - just you, 2 to 5, 6 to 15, 16 to 50, or 50+
Product Types - physical goods, digital products, subscriptions, or services

Goals

Tell us what matters most to you:

Top Goal - what you want to achieve (grow revenue, manage cash flow, get funding ready, and more)
Biggest Challenge - what is holding you back right now
Annual revenue target - your sales goal for a full year (optional)

Step 3: Choose Your Main Sales Source and Plan

Choose where your sales come from: Shopify, WooCommerce, BigCommerce, Wix, eBay, Amazon, TikTok Shop (US), Square, or Stripe. This sets the first source you want to connect; you can add more later. If you installed Nummbas from the Shopify App Store, Wix App Market, or BigCommerce App Marketplace, follow the setup and billing instructions for that platform. If you started from the Amazon Selling Partner Appstore, choose Amazon. Once your plan is set up, Nummbas asks for your main Amazon store and takes you to Seller Central to approve the connection. If you installed Nummbas from the TikTok Shop App Store, choose TikTok Shop. Once your plan is set up, an owner or admin confirms the TikTok Shop seller account and shops to connect.

Choose the plan that fits your needs:

	Starter	Growth	Scale
Price	$99/month	$199/month	$399/month
Integrations	4	8	Unlimited
Team Members	2	5	Unlimited
Nummbas-FO	Daily brief + 50 credits/month	Daily brief + 150 credits/month	Daily brief + 350 credits/month

Annual billing saves $120 on Starter, $360 on Growth, and $720 on Scale each year. See Pricing for full details.

Step 4: Connect Your First Integration

Once subscribed, open Integrations from the navigation and connect your most important data source.

We recommend starting with your ecommerce platform (Shopify, WooCommerce, Square, BigCommerce, Wix, eBay, Amazon, or TikTok Shop for US sellers) since it provides the most data: orders, products and revenue, and customer details where the platform shares them. Amazon shares only the country and region each order ships to, and Nummbas reads only the country and state of each TikTok Shop order.

If you do not keep your books in Nummbas Books, QuickBooks or Xero, connect Plaid after your sales source. Plaid can bring in cash balances, debt, and bank activity. Once enough bank history is ready, Nummbas can show a bank-based Cash Runway estimate.

Shopify

Connect through Shopify and approve read-only access.

WooCommerce

Connect through WordPress, or use direct approval if your site cannot use the plugin.

Stripe

Connect with a restricted API key.

Square

Plaid

Connect a business bank account with read-only access.

See Connecting Integrations for a complete guide.

Step 5: Explore Your Dashboard

Once your first data is ready, open Dashboard for your financial summary, trends, and Nummbas-FO brief. Available figures depend on the sources you connect and the data they provide.

Open Business Insights for more detail, or ask Nummbas-FO a question about your finances. Use the navigation guide to find tools, change language or appearance, and manage your account. Your account menu also opens Nummbas IQ, where you can answer a daily question and build a streak.