The setup checklist
The six steps that get CostCrunch fully working for your company.
Updated October 29, 2026
New organizations see a Next: card at the top of the sidebar. Click it to open the full checklist. Each step is checked off on its own as you finish it.
| Step | What it does | How |
|---|---|---|
| Set up your business | Company name and details | Done at sign-up |
| Upload your first document | Gets your first invoice processed | Upload documents |
| Invite your team (optional) | Teammates see the same documents | Invite your team |
| Setup email forwarding | New invoices arrive automatically | Email forwarding |
| Connect accounting software | Export approved invoices as bills | Connect QuickBooks Online |
| Choose a plan (optional) | Keep going after your trial | Plans and your free trial |
Get the most out of your trial
Price insights get sharper the more history CostCrunch has. Upload a few months of past invoices from your main suppliers, not just this week's. A ZIP file of PDFs works fine.
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