> ## Documentation Index
> Fetch the complete documentation index at: https://docs.equated.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started

> Connect your bank, bring in your documents, and close your first month.

<Note>
  Equated is currently in early access. [Book a 15-minute demo](https://equated.co/book) to get your workspace set up.
</Note>

<Steps>
  <Step title="Connect your bank feed">
    Link your bank and credit card accounts. Transactions stream in continuously and become the source of cash movement in your books.
  </Step>

  <Step title="Connect your platforms">
    Connect the tools you already use: QuickBooks, Mercury, Gmail, Humi, Shopify, Square. Source documents and payroll data flow in automatically. See [Connect your accounts](/integrations).
  </Step>

  <Step title="Bring in your documents">
    Email receipts, bills, and invoices to [accounting@equated.co](mailto:accounting@equated.co) from the address you sign in with, or upload them. They land in a single inbox, ready to be linked to transactions.
  </Step>

  <Step title="Review and confirm">
    Categorize transactions, and link bills and receipts to them. Every action shows its accounting effect first. Confirm when it looks right. Or let your AI do it and review the result.
  </Step>

  <Step title="Close the month">
    Reconcile the bank statement, clear any exceptions, and close. Your reports (P\&L, balance sheet, cash flow) stay current because they come straight from the ledger.
  </Step>
</Steps>

## Next steps

<CardGroup cols={2}>
  <Card title="How the ledger works" icon="scale-balanced" href="/concepts/the-ledger">
    The accounting model behind the simple transaction view.
  </Card>

  <Card title="Connect your AI" icon="robot" href="/for-agents">
    Connect your AI tools to automate bookkeeping tasks.
  </Card>
</CardGroup>