Getting Started

Name, email, avatar, notification preferences.

How to work with Dotio's AI to get answers, run numbers, and generate documents.

What Dotio is, who it's for, and how to get the most out of it in your first week.

Recording bills from vendors, approving them, and paying them.

How to move to a bigger tier.

Add an extra layer of security to your Dotio account.

Update payment method, download invoices, manage subscription.

VAT, sales tax, GST, and other tax rates configured for your invoicing and reporting.

Configure your fiscal year, base currency, industry, and other defaults.

Modeling funding rounds and their impact on cash.

How Dotio plans work — what's included, how to choose, how to switch.

Headcount planning with fully-loaded costs.

Forecasting income streams over time.

Budgeting, forecasting, and scenario planning.

Entering planned costs and spreading them across months.

Card declined, expired, or other payment problems.

Forgot your password? Here's how to reset it.

How Dotio handles foreign currency transactions, FX rates, and rounding.

Troubleshooting Dotio Go on iPhone and Android.

What to check when credits don't appear.

Dotio speaks nine languages natively.

The underlying ledger — how every financial event gets recorded.

Add teammates and control what they can access.

What credits are, how they're consumed, and what happens when you run out.

Cash flow projections, runway, burn rate, and what-if analysis.

Months, quarters, and years — how Dotio organizes and closes time periods.

Download all your Dotio data at any time.

European electronic invoicing compliance — structured XML invoices for cross-border B2B.

Use Dotio on iPhone and Android.

Connect Dotio to Claude Desktop, Cursor, and other AI tools.

Steps to take when Dotio seems stuck or silent.

Use Dotio from your terminal.

How to permanently delete your Dotio account and all associated data.

Teach Dotio about your business so it gives better, faster answers.

Buying extra credits mid-month.

Sign up for Dotio in under two minutes.

How to reach the Dotio team.

Setup instructions for Claude Desktop, Cursor, and ChatGPT at launch.

Creating, sending, voiding, and tracking invoices you send to customers.

The structure of your books — assets, liabilities, equity, revenue, expenses.

How accounting works in Dotio — chart of accounts, journal entries, invoices, reports.