Company Setup
3-Step Business Sign Up With Companio
With Companio, you can sign up in just three steps. Choose the name of your company. Make sure it is not already taken and that there is no European trademark with a similar name. We will also check if that name is available. If the name of any matching brand or company exists, you will be asked to provide another name.Some readersHow Long Does It Take to Set Up my Estonian Company?
The time it takes to establish a company in Estonia with Companio varies depending on whether you are already an e-resident or not. If You Are Already an e-resident The process can be as short as a couple of days, including setting up a corporate bank account. Especially efficient if you choose one of the solutions we collaborate with. If You Are NOT an e-resident The process can take between 3 and 6 weeks. The e-Residency application process itself can take between 3 and 5 weeFew readers
Switching to Companio
How to Switch to Companio With Our 3-Step Process
The process is straightforward if you used to work with another service provider and want to switch to Companio. Just follow these 3 steps: Sign up and enter your company's registration code so we can find it. Confirm your company information. Once we have found it, you will have to review the data to confirm that it is correct and that it is your company. If any information needs to be included, we will ask you to comFew readersWhat Does the Free-Of-Charge Switching Offer Include?
Our virtual office and accounting services. Keep in mind that your previous provider should handle all past accounting responsibilities, including monthly, quarterly, and annual reports. We have transparent pricing, and you can check our rates here. As for the minimum commitment period when switching to us, it's 3 months. This means you should be our client for at least three months, and you'll need to pay the monthly fee during that time. Cancellation Policy: If you decFew readersFrequently Asked Questions: What Happens After Switching to Companio
Will You Cancel the Accounting Permissions or Bank Access of My Previous Provider? Since you are the one that granted permission, we cannot cancel it. You have to contact your provider and ask them to do it. How Do I Get the Proof of Legal Address and Contact Person Service From You? You can request it by contacting the support team through chat. Who Sends the Current Month's VAT and Tax DeclaratioFew readers
First Steps with my Dashboard
How to Create Your First Invoice With Companio?
To invoice your customers, you have two options: Create an invoice quickly and just in a few clicks with our invoicing tool. Manually create and upload an invoice. It's essential to include the following information in your sales invoices: Full Name: Include the full name of the customer or entity you are invoicing. Address: Specify the recipient's address. Invoice Number: Assign a uniquSome readersHow to Upload My Invoices Manually?
Every time you send an invoice to one of your clients, don't forget to upload it to our platform. These are the steps to follow: Log in here with your email and through the magic link or your e-resident card. Go to the “Sales” or “Purchases” section in Companio. Drag and drop the document of the invoice. You can upload it in PDF, JPG, or PNG format.We'll take care of the rest! You can also upload all the invoicesFew readersHow to Match Bank Movements with Invoices?
The invoice matching process can be conducted from two locations: A) From the Bank Movements Section Access bank movements and select the transaction you want to link. In the example, we will link it to a purchase invoice by clicking on "Match a purchase invoice," but you can also link it to sales invoices, salaries, or upload the transaction receipt and link it to the corresponding invoice from the "Upload & match with sales/purchase invoice" option. (https://storage.crisp.chat/useFew readersOpen Banking Banks: How to Connect Them?
This article is useful for Open Banking solutions such as Revolut Business, LHV, Stripe, or Paypal. If youPopularNon-Open Banking Banks: How to Connect Them?
The process is similar if you have a bank account with an API key. These are the steps to follow: Mollie Let's see now how to connect your Mollie bank account. Select the bank account. Mollie To link the Mollie account of your company in the dashboard, you must obtain a special token that allows us to access the Mollie API. Using this key, we can obtain your bank statements aPopularHow to Manually Upload Your Bank Statements With Companio?
Unfortunately, not all banks offer API integration, and for these cases, we will need you to download your bank statements of all currencies (i.e. your accounts in USD, EUR, etc.) and upload them regularly. How regularly? Ideally, at the end of each week, but at least at the beginning of the following month (before the 5th). This allows us to work on your accounting throughout the month, instead of doing everything at the last minute.Some readers