Education

Starting out

How to use Fulkrum

A simple, step-by-step guide to getting started with Fulkrum, from creating your account to seeing whether your business is making money, in plain language.

Your first 5 steps

Up and running in under 5 minutes, then a light everyday habit.

1 min read

Create your account

1 min read

Set up your business

Answer a few quick questions to get going.

1 min read

A tour of your Home screen

See what your Home screen shows: money in and out, your setup checklist, and what needs attention.

1 min read

Find your way around

The main areas, and what each is for.

1 min read

The 5 features to know first

Setup takes under 5 minutes — then you're going.

1 min read

Home: your quick pulse check

A plain-language read on how your business is doing.

1 min read

Bookkeeping: your AI Assistant, on call 24/7

Your books, with an assistant ready day or night, on any device.

1 min read

Receipts: snap a photo from your phone

Take a picture; we read the merchant, date, and total.

1 min read

Education & training: resources to help you succeed

Plain-English guides that give you the tools to run with confidence.

1 min read

401(k) vs SEP IRA: When a 401(k) Makes Sense for Your Small Business

Both a 401(k) and a SEP IRA help you save for retirement, but a 401(k) offers more flexibility and higher personal savings potential. Here is when a 401(k) is the better choice.

4 min read

Retirement Plans for Micro Business Owners

A plain-language guide to the main retirement plan options for very small businesses, so you can start saving for the future while running your company.

3 min read

Reports: see where you stand

Your transactions turned into a plain-language picture, updated as you go.

1 min read