Getting started
The first-run setup wizard that creates your company, seeds its baseline configuration, and hands you a working tenant.
A brand-new account has no company yet, so Carbon holds you in the setup wizard at /onboarding until one exists. Onboarding counts as complete when the company has a name and at least one location; those two facts are the gate, and finishing the Company step supplies both.
Theme. Pick a color theme (cosmetic, stored in a cookie).
Your profile. First and last name, both required.
Company. The substantive step: company name, full address, base currency, optional website. Submitting creates the company and everything a usable tenant needs.
Two steps appear conditionally: Industry (internal Carbon staff only: offers a demo-data template or a backup restore) and Plan (Carbon Cloud only: Stripe checkout; self-hosted installs go straight to the app).
The company step does a lot of quiet work
Saving the company also creates a "Headquarters" location from your address, links you as an employee, and seeds the baseline: chart of accounts, posting accounts, numbering sequences, payment terms, units of measure. Fiscal year, periods, and sequences are deliberately not asked for — they come pre-seeded and you tune them later under company settings.
Where to go next
The wizard's job is a working tenant, not a configured one. Refine the seeded settings under company settings, set up your document numbering under sequences, add your team under people, and read the guides for how work flows through Carbon once you're set up.