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Getting started
Create your Clover account, finish onboarding, and make your first import without getting lost.
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What is the fastest way to start using Clover?
Sign up, complete onboarding, and upload one statement first. That gives Clover enough data to build your first accounts, transactions, and review queue.
What should I upload first?
Start with the statement or receipt that covers the account you want to understand first. Once that looks right, you can add more files and accounts.
Do I need to set everything up at once?
No. Clover works best when you start small. You can add more accounts, imports, and settings later as you get comfortable.
How do I set up Clover for the first time?
Create your account, choose or accept the starter workspace, and follow the onboarding prompts until you reach the first import step.
What is the best first file to upload?
Pick a statement or receipt that clearly covers one account and one time period. That makes it easier to confirm the first import is correct.
Can I come back to onboarding later?
Yes. If you want to move quickly, you can return to the setup flow later and keep building out the workspace at your own pace.