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    Getting started

    • Create your account and team
    • Choose your organization segment

    Finance

    • Connect bank accounts via Open Finance
    • Understanding Transactions, FinOps, and Invoices
    • Issue and track invoices

    Account & security

    • Invite members and assign roles
    • Keep your account secure

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    Getting started

    Create your account and team

    Learn how to create your Valerium account, set up your first team, and invite your first members.

    Every organization in Valerium starts with a personal account tied to an email address and a team associated with it. The team is the space where all your organization's data, modules, and members are centralized.

    Create your account

    1. 1Go to the Valerium portal and click 'Create account'.
    2. 2Enter your professional email and set a secure password.
    3. 3Confirm your email via the link sent to your inbox.
    4. 4After confirmation, you will be redirected to the onboarding wizard.

    Set up your team

    The onboarding wizard guides you through team creation. You define the organization name, the operating segment, and optionally the logo. These details can be adjusted later in the team settings.

    Once onboarding is complete, your team is ready to use. You can start exploring the modules available for your segment right away.

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