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Getting Started with AHQ Financials ​

Get your startup's finances organized in minutes with AHQ Financials.

Prerequisites ​

Before you begin:

  • Pass a short eligibility check (we onboard only European startups)
  • An AHQ Financials account
  • A valid subsciption or a pay-as-you-go license

You can start the signup process here: Signup

Step 1: Basic settings ​

  1. Log in to AHQ Financials
  2. Navigate to Settings → Set base currency and UI language

Step 2: Connect Your Bank Accounts ​

It is time to enable the connection to your bank accounts. This must be done every 90 days due to EU open banking legislation.

European Bank Integration ​

  1. Go to Banking → Add Account
  2. Select your bank from the list
  3. Authorize the connection securely
  4. Wait for transaction sync (usually instant)

Supported Banks ​

We support 500+ European banks including:

  • All major EU banks
  • UK banks (post-Brexit compatible)
  • Challenger banks (N26, Revolut, etc.)

You can now use the menu 'Live Banks' to see your live balances and last transactions

Step 3: Connect Your Stripe Account ​

Connect your Stripe account if you use Stripe for invoicing or subscription selling. If Stripe connection is set, we use this to calculate active customers, new customers, churn customers instead of 'Operational Data', see also Step 5 👇

Step 4: Set Up Your Chart of Accounts ​

  1. Go to Chart of Accounts
  2. Upload a pdf or xls version of your Chart of Accounts. Your accountant can provide you this file
  3. Once done, use the button 'View Current Mappings' to configure the accounts used for the respective KPI calculations
  4. You can ask AI to help you with the mapping -> or contact us via the support link in your profile settings to get help.
  5. If you do not have dedicated salary accounts for KPI calculations, add a split in the last section of Chart of Accounts mapping -> View Current Mappings -> Salary Department Split

Multiple Companies ​

If you operate companies in multiple EU countries:

  1. Ask us to setup a dedicated AHQ Financials instances for your companies -> At login you can switch companies using the workspace switcher.

Step 5: Import Historical Data ​

It is important to upload all your accounting data, since the start of your company. We know this is a little bit of work, but it helps to get rich simulations, budgets and chat responses. Please be as complete as possible.

Financial Data ​

  • Go to menu -> Financial Data
  • Upload monthly: Balance Sheet, Profit&Loss, Cashflow report, Purchase Report and Sales Report (in csv or xlsx). Your accountant can provide you these reports every month.
  • Upload yearly: Balance Sheet, Profit&Loss, Cashflow report, Purchase Report and Sales Report (in csv or xlsx). Your accountant can provide you these reports every year.

Operational Data ​

  • Go to menu -> Operations Data
  • Add monthly: Number of Active customers, new customers and churn customers
  • Activate 'Has significantly different pricing tiers' if you sell products at high price differences (for ex: starter package at 10€/mth and enterprise package at 1000€/mth -> important for statistical deviation in KPI calculation)
  • In case you have activated the Stripe connection, you do not need to use 'Operational Data', unless you have parts of your sales done via Stripe and parts done separately. We calculate a consolidated information set for Active Customers, new Customers and churn Customer of you provide Operational Data and Stripe connection.

Step 6: Invite Your Team ​

  1. Go to menu → Team
  2. Invite team members by email
  3. Assign roles:
    • Founder (full access)
    • Investor (financial access)
    • Team member (limited access)

Tips and Tricks ​

QUICK TIP

💡 Under your profile settings, you can generate a 'Morning brief' link, which you can store on your mobile phone. Morning brief shows you the most important KPI's and the current bank balance and last transactions. Morning brief is a special link protected by a token only visible to you. No login on the mobile phone is needed, the link is enough.

Need Help? ​

Contact our support team here or continue using this guide for detailed information.