Clover | How to set up Clover for the first time

Step 1

Create your Clover account.

Complete onboarding and choose your starter Profile.

Open Home to confirm you are in the right place.

Upload your first statement, receipt, screenshot, or manual entry.

Check the parsed result before you add more files.

How do I set up Clover for the first time?

Start with account creation, then finish onboarding so Clover can prepare a Profile and guide you into your first import.

What should I do after signing up for Clover?

Pick the setup flow, choose a Profile, open Home, and upload one clear file so you can verify the import is working as expected.

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