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User Guide

Getting Started & Upgrading to Pro

Watch the complete journey from creating your LedgerBuk account to upgrading to the Pro plan.

What’s Covered

Section titled “What’s Covered”

  1. Sign Up

    Fill in your name, email, and password on the sign-up page.

  2. Verify Your Email

    Check your inbox for a verification email and click the confirmation link.

  3. Set Up Your Organization

    Enter your organization name, select your industry, and choose the Starter plan.

  4. Initialize Chart of Accounts

    LedgerBuk generates industry-standard accounts for you automatically based on your industry.

  5. Explore the Dashboard

    Your central hub for managing business finances — quick actions, recent entries, and financial overview.

  6. Upgrade to Pro

    Navigate to Settings → Billing, find the Pro plan, and click Upgrade to Pro.

  7. Pay via M-Pesa

    Enter your M-Pesa phone number and click Initiate Payment to receive an STK push on your phone.

  8. Pro Features Unlocked

    Your plan badge updates instantly — team collaboration, AI receipt scanning, and financial reports are now available.

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