Quickstart

This guide walks you through setting up Nummbas from scratch. You will have your financial dashboard running in under 10 minutes.

Step 1: Create Your Account

1. Go to app.nummbas.com/register
2. Enter your name, email address, and a password
3. 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:

• Currency - your primary reporting currency (defaults to USD)
• 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
• Revenue Target - where you want to be (optional)

Step 3: Choose a Plan

After onboarding, you will be taken to the pricing page. Choose the plan that fits your needs:

Step 4: Connect Your First Integration

Once subscribed, head to Dashboard > Integrations 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.

Step 5: Explore Your Dashboard

Once your data syncs (usually within a few minutes), your dashboard will show:

• KPI cards - cash runway, revenue, operating costs, total debt, and net margin
• Trend charts - visual breakdowns of revenue, costs, debt, and margins over time
• Nummbas-FO Brief - an AI-generated summary of your financial health
• Top Action Items - the highest-priority insights from your data

Next Steps