Help center

Create your account and team

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

Choose your organization segment

Understand how the segment choice during onboarding defines which modules and connectors are available to your team.

Connect bank accounts via Open Finance

Learn how to connect your bank accounts to Valerium using Open Finance to centralize statements, transactions, and cards.

Understanding Transactions, FinOps, and Invoices

Learn the difference between Valerium's three main financial modules and how they complement each other to give you complete cash-flow visibility.

Issue and track invoices

Step by step to create an invoice, choose the payment gateway, and track status through to payment.

Invite members and assign roles

Learn how to add people to your team and configure each member's access level.

Keep your account secure

Best practices to protect access to your Valerium account and team.