Getting Started
neoo is built around a few core concepts. Understanding them early makes everything else click faster. Start here to get oriented.
- The Start Page — where you land after login: open a company, manage who has access
- Home Dashboard — the widget dashboard inside a company
- Inviting Users — adding colleagues to your dataset
In this section
The Start Page
Your start page after login: open one of your companies, accept invitations, manage who has access to a dataset, and reach your expenses, profile and support.
Home Dashboard
The widget dashboard inside a dataset: key figures, cash runway, revenue, balance sheet, liquidity and profitability widgets across the Overview and Finance tabs.
Inviting Users to a Dataset
Give a colleague access to your company: send an invite with an access level and a role, they accept on their own start page — and you stay in control afterwards.
Quick Search
Press Ctrl+K (⌘K on a Mac) anywhere in a dataset to jump to a page by name or open a transaction by its invoice, document or reference number.
Favorites
Pin the pages you use every day to a Favorites section at the top of the menu — per user and per dataset — and reach them from the quick search too.