3 steps to setup your Inkle Books account

Setting up your Inkle Books account is quick and easy, ensuring your startup can manage its finances seamlessly. Here’s a step-by-step guide to get you started:

1. Signup for Inkle [app.inkle.io]
Visit the inkle books website and signup for an account using your email. Once registered and approved, you can then go ahead and click on the Books app to begin using Inkle Books.

2. Connect your bank accounts
Inkle Books has direct integrations with Mercury, Brex and Stripe. Enter your bank details and stream your data within a few minutes. But even if you don’t have a Mercury or Brex account, we can still connect to over 12,000 other US banks, securely via Plaid. Just choose your bank, follow the secure connection prompts, and allow Inkle to sync your financial data in real time.

3. Explore your dashboard
Once the integrations are complete, explore your dashboard. Check out key financial metrics to get a pretty great understanding of your startup’s cash flow tracking to expense management.

With everything connected, you’ll have real-time insights into your finances, allowing you to focus on growing your business.

Still have questions?

Reach out to our support team if you have any additional questions regarding filing.