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, Square, or Stripe. This sets the first source you want to connect; you can add more later. If you started through a marketplace, follow the setup and billing instructions for that platform.
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 |
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, or Wix) since it provides the most data: orders, products, revenue, and customer information.
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
Sign in to Square and approve read-only access.
Plaid
Connect a business bank account with read-only access.
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.