Getting started

Getting started

• Setting up X7: the first 30 minutes

  A step-by-step route for a new account — company details, payment method, invoice template, catalog, clients and the first invoice. Half an hour and your business runs on X7 for real.
  6 min

How-to

• Company details, logo and VAT number

  Where X7 takes the company name, registry code, address and VAT number from for your invoices — and how to fill them in once so no document comes out incomplete.
  4 min
• How to invite an employee to your company

  Sending an invitation by email, assigning a position and permissions, and revoking access when someone leaves. All team management on one page.
  4 min
• Sample data: what it is and how to remove it

  X7 fills a new company with sample clients, invoices and projects so you can try the system instead of staring at empty screens. Here is what counts as a sample and how to clear it all with one button.
  3 min
• Several companies in one account

  How to keep several companies under one X7 account, switch between them and avoid mixing up their data.
  3 min
• Modules and the store: what to switch on at the start

  X7 is assembled from modules, and the menu only shows what is connected. Which modules exist, what to enable at launch for your kind of business, and how not to pay for things you will not use.
  5 min
• The mobile app: connecting it and what it does

  How to connect a phone to the company through browser confirmation, what the app can do — invoices, expenses, tasks, inbox, chat and notifications — and how to revoke access.
  5 min
• The PIN code in the app

  Why a separate PIN on top of the phone's own lock, how to enable and change it, what happens after three wrong attempts, and how to clear the block from the website.
  4 min

Integration

• Connect an AI assistant to your company

  An assistant such as Claude or Codex can work with your X7 data: check who owes money, create a task, raise and send an invoice. Here is what it gives you, how to grant access, and what the assistant will not be able to do.
  8 min