FinWise for organisationsSetting up
Setup takes a few minutes, and you can change almost everything afterwards in Settings.
Create your account
Enter your name, email and a password, then confirm your email with the code we send you. A personal email address works if you have no company email, such as an independent adviser.
The five setup steps
- Start
- Tell us how you heard about FinWise.
- Details
- Add your organisation’s name, website, logo and a short message for your people. FinWise looks for your logo from your website or email address, and you can confirm it or upload another. A preview shows your join page as you go.
- Coverage
- Choose how much of the monthly price you cover.
- Billing
- Add a card and choose your monthly invoice date. FinWise checks the card with your bank but doesn’t charge it.
- Invite
- Invite people now, or later from the People tab.
A card is needed even if you cover nothing, as a check that your organisation is real. You won’t be charged in that case.