Getting started
The first-run setup wizard that creates your company, seeds its baseline configuration, and hands you a working tenant.
A new account remains in the /onboarding wizard until it belongs to a company. Onboarding is complete when the company has a name and at least one location. Submitting the Industry step creates both.
Theme. Pick a color theme (cosmetic, stored in a cookie).
Your profile. First and last name, both required.
Company. Company name, full address, base currency, optional website.
Industry. How to start: a demo-data template for your industry, or a clean, empty company. Carbon staff also get a backup restore option. Submitting creates the company and everything a usable tenant needs.
The Plan step appears only in Carbon Cloud and opens Stripe checkout. Self-hosted installations skip it.
Company provisioning
Creating the company also creates a "Headquarters" location from its address, links you as an employee, and seeds the chart of accounts, posting accounts, numbering sequences, payment terms, and units of measure. Fiscal year, periods, and sequences use seeded defaults that you can change under company settings.
Where to go next
After onboarding, review company settings, configure document numbering under sequences, add users under people, and use the guides for end-to-end workflows.