1. Register the company
On the first launch, enter your company name, country, tax and banking details. The seven-day Pro trial begins immediately when registration is completed. The company profile is then used automatically for new invoices.
2. Create a project
Each project becomes the central workspace. Assign an invoice number block, site address and optional customer details. A single project can hold work for many customers while invoices remain sequential within the chosen number block.
3. Add income and costs
Create invoices for revenue, add incoming bills for material, subcontractors, wages and other costs, or import a PDF and review the extracted values before saving. Records stay grouped under the project.
4. Confirm payments
Record a payment from an invoice or import a bank statement. OpsNest suggests matches, but you decide before a payment changes the invoice balance.
5. Review profit and VAT
The project dashboard shows revenue, costs, collected amounts, outstanding invoices, VAT and profit. Export a selected period for your accountant whenever needed.