Here are a few things you can do to get started on the software:
If you haven't already, log in to the cc:Monet web app.
Each of your income or expenses will be auto-assigned an appropriate category. If you already utilize a specific Chart of Accounts, you can configure this on cc:Monet by integrating with an accounting software or by uploading a Xlsx file.
Please go to How to Set Up Your Category List (Chart of Accounts) for more details.
Use any of the cc:Monet submission methods to upload an image of a receipt or invoice. After it has finished processing, it will be presented in the corresponding cc:Monet Workspace with all of the relevant data already extracted.
The web app isn't the sole method for using cc:Monet. You can also download the cc:Monet mobile app for iOS or Android and log in to manage and track your account.
Our app offers a super fast, efficient, and convenient way to continuously capture, digitize, and extract financial receipts.
Try it out through the following links: cc:Monet at Google Play cc:Monet at Apple Store
If you intend to have multiple people managing or submitting to cc:Monet, you can add additional users to your account and invite them to the service.