- step1: Sign up for an account on RecordMe.
- step2: Set up your business profile and financial details.
- step3: Connect your bank accounts and import financial data.
- step4: Use the dashboard to manage invoices, taxes, payroll data, and balance sheets.
- step5: Interact with the AI chatbot for real-time financial insights and reports.
- step6: Automate payment approvals and notifications.