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Getting started with the software

Your companies – company overview

Last updated About 1 month ago

Your companies is the landing page where you see every company added to your NoCFO account as a list. You can get here by clicking the company name in the top left and then the expand icon, or directly at app.nocfo.io/start.

This view is especially useful if you manage more than one company (for example as an accounting firm) — you get an overview of all your client companies at a glance.

Searching for a company

The search field lets you search companies by name.

Filtering

The Filter button lets you narrow the list to only companies that have:

  • VAT due within 7 days

  • Automation below 70%

  • Overdue invoices

Columns shown

The Columns button lets you choose which information is shown in the list. The Company column (name, business ID and company form) is always visible. The other 16 columns are grouped into five categories:

Recommended

  • Automation rate — the share of recent bookkeeping handled by automation rules (best of the last 30- and 90-day periods); unprocessed drafts lower the score

  • Next due date — the next VAT filing or financial statement deadline

  • Drafts — vouchers awaiting finishing touches

  • Vouchers / month — vouchers recorded this month

  • Vouchers / year — vouchers recorded this calendar year

Invoicing

  • Sales invoices — sales invoices sent this month and their total

  • Purchase invoices — purchase invoices received this month and their total

  • Open invoices — sales invoices currently awaiting payment

  • Overdue invoices — sales invoices currently overdue

  • Overdue purchase invoices — unpaid purchase invoices that are overdue

  • In collections — invoices sent to debt collection

Efficiency

  • Time saved — hours saved by automation, based on your measured work pace

Bank

  • Bank integrations — connected bank and Holvi accounts

  • Latest bank sync — when the bank connection last fetched transactions

  • Customer's bank — the banks through which the company's accounts are connected

Luca AI

  • Luca vouchers — vouchers created or recorded by Luca

Your selections are saved automatically to your user profile.

Sorting columns

Click a column header to sort the company list by that column.

Demo company

The Start demo button lets you try the service with a full demo company without adding your own company. In the demo, bookkeeping, vouchers, and sales invoices are available, but payroll is not. You can choose to start with sample data (ready-made vouchers, invoices, and reports so you can immediately see what active bookkeeping looks like) or empty (you record entries yourself with your own numbers).

The demo is for testing only — don't save real vouchers there, and old demo companies are periodically removed from the service.

Adding a new company

The New company button lets you add your own company.