To create your Simple Numbers account, enter your e-mail address in the 'New Subscribers' form on the login page. After clicking the Sign Up button, you will receive a validation email containing a confirmation link.
After clicking the confirmation link, you will be redirected to a profile page where you can fill in your personal information and begin using the Simple Numbers Profit Tool.
Once you have entered your profile information and agreed to the Terms of Service, you will be able to authorize Simple Numbers to access your data from your accounting system.
After clicking the Connect button, you will be redirected to your accounting system's login page. Follow the instructions provided there to connect and authorize Simple Numbers to your desired financial organziation.
Xero Authorization Flow
QuickBooks Online Authorization Flow
Once you have finished the authorization process, you will be redirected back to the Simple Numbers Profit Tool.
The tool will begin importing information immediately. After a few seconds, you will be able to begin your free trial and use the Profit Tool while the rest of your data is being imported.
On the Configuration page, you can select the accounting codes from your organization and map them to Simple Numbers categories as shown in the video below
You will be unable to view or generate reports until all of your accounting codes are successfully mapped.
Once all of your accounting codes are successfully mapped, you will be able to generate your reports by clicking the Start Calculations button at the top of the Configuration page
You will be redirected to a loading screen while the reports are being generated. Once complete, you will be redirected to your overview report.
Use the navigation bar at the top of the screen to select and view other report types.
If you need to make changes to your account mapping, you will need to re-run the Start Calculations process to generate updated reports.
If at any time you wish to disconnect your financial account from the Simple Numbers Profit Tool, navigate to your account details via the "My Account" link and click the "Disconnect" button next to your financial organization's name.
Note that you will be unable to view or generate reports while you are disconnected from an external system. Simple Numbers will not store any of your financial information when you choose to disconnect.
Click the Reconnect button to reconnect to your financial account, or to choose a different organization.