Getting Started

What is Envoi?

Envoi is a fintech SaaS platform for Norwegian small and medium businesses (SMBs). It helps you manage invoices, payments, and financial insights -- powered by AI.

Creating an Account

Envoi uses a 6-step guided onboarding that takes about 2–3 minutes. You can sign up with email and password or with Google — the flow is the same either way.

1. Open Envoi at portal.envoi.no and click Get started

2. Step through the wizard:

   1. Company — start typing your company name or organization number. A dropdown shows matches from Brønnøysundregisteret; pick yours and the address, org number, and form auto-fill.
   2. Account — your name, email, and a password (min. 8 characters). Or click Sign up with Google to use your Google account instead — same email matches existing accounts so you don't end up with duplicates.
   3. Invoice preferences — default invoice language, currency, and payment terms. Defaults are sensible (Norwegian / NOK / 14 days) so you can usually click through.
   4. Business type — what kind of work you do (consulting, trade, services, etc.). This calibrates the AI suggestions later.
   5. Accountant (optional) — invite your accountant by email so they get read access to reports. Skip if you don't have one yet.
   6. Terms — review and accept the terms and privacy policy.

3. Verify your email by clicking the link Envoi sends you. The verification email arrives within a minute — check spam if you don't see it.

4. Once verified, you land on the Dashboard.

Joining an existing company

If your colleague has already created an account for your company, they can invite you from Settings → Team. You'll get an email with a sign-up link that joins you to the existing workspace instead of creating a new one.

Signing In

There are two ways to sign in:

Email and password:

1. Enter your email and password
2. Click Sign in

Google Sign-In:

1. Click Sign in with Google
2. Select your Google account in the popup
3. You'll be signed in automatically

If you registered with email/password and later sign in with Google using the same email, you'll access the same account. No duplicate is created.

Dashboard

The Dashboard is your home screen after signing in. It provides a full overview of your financial status, including:

• Stats cards -- owed to you, you owe, overdue, and paid this month
• Cash flow chart -- income vs. expenses over the last 6 months
• Recent invoices -- your latest sent and received invoices with Sent/Received tabs

See the Dashboard guide for full details.

Navigation

Sidebar

The left sidebar shows:

• Company name at the top
• Dashboard -- your main workspace
• Invoices -- create and manage outgoing invoices
• Received Invoices -- upload and review supplier invoices
• Clients -- manage your clients
• Suppliers -- manage your suppliers
• Settings -- company, team, and configuration management
• Envoi branding at the bottom

Top Bar

The top-right corner has three icons:

• Documentation -- links to these docs
• Support -- help and support (coming soon)
• Profile -- click to open your profile menu

Profile Menu

Click the profile icon to see:

• Your name and email
• Profile -- edit your name, change your password, and set your theme (dark, light, or system)
• Log out -- sign out of your account