Setup states — all shown together for review
A real user sees exactly one of these, chosen by how they onboard. Append ?state=choose to view any single state on its own.
First visit — nothing connected yet
What every new user sees after signup. Connecting a ledger starts here, not in onboarding.
Already on a ledger? Connecting reads your accounts, contacts and history so Helen classifies documents correctly from day one.
Using Xero or QuickBooks? Connect one and we'll bring your accounts and history across.
Connect a ledgerof records
You can keep working — we'll let you know when this finishes.
Bills
Now in Expenses
Sales invoices
Now in Sales
Attachments
Source PDFs stored
records need your attention
accounts couldn't be mapped and look like duplicates of records you already have.
Xero connected — before importing
Straight after the connection is authorised, while the import has yet to be started.
Already on a ledger? Connecting reads your accounts, contacts and history so Helen classifies documents correctly from day one.
Using Xero or QuickBooks? Connect one and we'll bring your accounts and history across.
Connect a ledgerof records
You can keep working — we'll let you know when this finishes.
Bills
Now in Expenses
Sales invoices
Now in Sales
Attachments
Source PDFs stored
records need your attention
accounts couldn't be mapped and look like duplicates of records you already have.
Xero — import running
Master data lands first, then bills and invoices stream in. Counts tick live.
Already on a ledger? Connecting reads your accounts, contacts and history so Helen classifies documents correctly from day one.
Using Xero or QuickBooks? Connect one and we'll bring your accounts and history across.
Connect a ledgerof records
You can keep working — we'll let you know when this finishes.
Bills
Now in Expenses
Sales invoices
Now in Sales
Attachments
Source PDFs stored
records need your attention
accounts couldn't be mapped and look like duplicates of records you already have.
Xero — import finished
Totals plus anything Helen could not resolve on its own.
Already on a ledger? Connecting reads your accounts, contacts and history so Helen classifies documents correctly from day one.
Using Xero or QuickBooks? Connect one and we'll bring your accounts and history across.
Connect a ledgerof records
You can keep working — we'll let you know when this finishes.
Bills
Now in Expenses
Sales invoices
Now in Sales
Attachments
Source PDFs stored
records need your attention
accounts couldn't be mapped and look like duplicates of records you already have.
QuickBooks — import running
Same card, QuickBooks vocabulary: classes and locations, sales tax codes, vendors.
Already on a ledger? Connecting reads your accounts, contacts and history so Helen classifies documents correctly from day one.
Using Xero or QuickBooks? Connect one and we'll bring your accounts and history across.
Connect a ledgerof records
You can keep working — we'll let you know when this finishes.
Bills
Now in Expenses
Sales invoices
Now in Sales
Attachments
Source PDFs stored
records need your attention
accounts couldn't be mapped and look like duplicates of records you already have.
QuickBooks — import finished
Different volumes and a different issue mix from the Xero import.
Already on a ledger? Connecting reads your accounts, contacts and history so Helen classifies documents correctly from day one.
Using Xero or QuickBooks? Connect one and we'll bring your accounts and history across.
Connect a ledgerof records
You can keep working — we'll let you know when this finishes.
Bills
Now in Expenses
Sales invoices
Now in Sales
Attachments
Source PDFs stored
records need your attention
accounts couldn't be mapped and look like duplicates of records you already have.
Start fresh — no ledger connected
Helen used standalone. Connecting a ledger stays available but never nags.
Already on a ledger? Connecting reads your accounts, contacts and history so Helen classifies documents correctly from day one.
Using Xero or QuickBooks? Connect one and we'll bring your accounts and history across.
Connect a ledgerof records
You can keep working — we'll let you know when this finishes.
Bills
Now in Expenses
Sales invoices
Now in Sales
Attachments
Source PDFs stored
records need your attention
accounts couldn't be mapped and look like duplicates of records you already have.