Getting started
Your first Profile, first upload, and next steps.
Articles and answers
5 articles in this topic
Help article
How do I upload my first financial records?
Start with one clear statement or receipt. Check the active Profile, upload the file, and review what Clover found before adding more history.
Help articleHow to set up Clover for the first time
Follow the first-run setup flow, choose a Profile, and prepare your first import.
Help articleWhat to import first in Clover
Choose the right first file so Clover can build the cleanest starting point.
Help articleWhat to do after signing up for Clover
A quick checklist for the minutes right after you create an account.
Help articleHow to choose your first Profile in Clover
Pick the right Profile before you upload your first files.