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Getting started — create an organisation and connect your accounting software

Create a client organisation, connect your accounting software, and add a mailbox. Five minutes end to end.

2026-09-25 · 1:03

Watch on its own page, with chapters and the transcript

Setting up a new client company in Invoreg AI takes about five minutes and three steps: create the organisation, connect its accounting software, and give it a mailbox. After that, supplier invoices arrive on their own and wait in Buying for someone to check and register them.

Before you start

Have these ready:

  • The company's legal name, VAT number and country. Invoreg uses them to tell the client's own details apart from the supplier's on every invoice.
  • A login to the client's accounting software that is allowed to authorise integrations. In Zoho Books that is an admin of the organisation.
  • The email address suppliers already send invoices to, or a new address you will forward to.

You can do all of this for one company or for forty. Each client is its own organisation inside one workspace, with its own settings, mailbox, approvers and default accounts.

Step by step

  1. Create the organisation. Open Manage Organizations and click Create. Type the company name, the VAT number and the country, then click Create again. The new company appears in the organisation list.
  2. Connect the accounting software. In Settings, open Integrations and click Connect. Sign in to the accounting software, allow access, and pick the matching company. Invoreg then brings in the chart of accounts, tax codes, vendors and items, so the codes it proposes are the ones the ledger already uses.
  3. Set the default accounts, once. You only do this at setup. After that, Invoreg proposes the coding per line from the company's own history, and shows the supplier's previous invoices so you can see how they were coded before.
  4. Add a mailbox. In Settings, open Email mailboxes and add one. Suppliers can keep sending to the address they already use, or you set up a forward to the new one. There is one mailbox per organisation, so every invoice lands in the right company.
  5. Check the first invoice. Upload one invoice in Buying, or wait for the mailbox to pull one in. Check the supplier, the date and the total, then click Register. The next tutorial covers this in detail.

Which accounting software works

  • Zoho Books is connected through its API and in daily use: bills are created with vendor, line items, VAT per line and account codes, with the PDF attached.
  • Other systems (Xero, QuickBooks Online, Sage, DATEV and others) can receive an import file in the format the system already accepts, or an API connection can be built. See connectors for the current list.

Common questions

How long does setup take for a firm with many clients? About five minutes per company once you have the details to hand. The accounting software connection is the only step that needs a login from the client side.

Do suppliers need to change anything? No. They keep emailing the same address. If you create a new mailbox, set a forward from the old one.

Can I try it before connecting anything? Yes. A demo organisation lets you upload your own invoices and see what the AI reads, and the first 20 invoices are free. Book a demo or see pricing.

What happens to invoices that arrive before the connection is finished? They wait in Buying with the status New. Nothing is posted until someone checks it and clicks Register.

Next: reading and registering your first invoice.