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Get Started

Welcome to Arbo. This guide walks you through creating your account, signing in securely, completing the initial setup, and activating your subscription.

1. Create an Account (Sign Up)​

If you are new to the platform, start here.

Step 1: Open the Sign Up page. Click Sign Up from the homepage.

Step 2: Enter your details. Provide your Full Name, Work Email Address, Password, and Confirm Password. Your password must meet the required security criteria displayed on the screen.

Step 3: Accept terms. Confirm that you agree to the Terms of Service and Privacy Policy.

Step 4: Submit registration. Click Create Account. If there are missing fields or password errors, the system will highlight them immediately so you can correct them.

Step 5: Email verification. You will receive a verification email. Click the link in your inbox to activate your account. If you do not receive the email, check your spam/junk folder or click Resend verification email. After verification, you will be directed to begin onboarding.

2. Sign In to Your Account​

If you already have an account:

Step 1: Go to the login page and click Sign In.

Step 2: Enter your registered email and password.

Step 3: Complete authentication — enter an OTP (if enabled) or use Single Sign-On (Google/Microsoft) if available.

Common login scenarios​

  • Incorrect password — you will see an error message prompting you to re-enter credentials.
  • Forgot password — click Forgot Password, enter your registered email, check your inbox, and follow the reset instructions.
  • Account not verified — you may be prompted to verify your email before proceeding.

After successful login: if onboarding is incomplete you'll continue onboarding; if complete, you'll land on your dashboard.

3. Initial Onboarding Setup​

After your first login, you'll complete a guided setup to personalize your workspace and configure your financial environment correctly from day one.

  1. Select theme color — customizes the visual experience across dashboards and reports.
  2. Choose your financial persona — CFO, Finance Manager, FP&A Analyst, Founder, or Other. This helps tailor dashboards and recommendations.
  3. Add company name — your company's legal or operating name, which appears in reports, dashboards, and exports.
  4. Select entity — the primary entity you will manage (parent company, subsidiary, or business unit). You can add additional entities later.
  5. Choose industry — to receive relevant templates and benchmarks.
  6. Select team size — the number of users expected to access the platform; helps optimize plan recommendations and collaboration features.
  7. Upload company logo (optional) — personalizes your workspace, reports, and presentation exports.
  8. Choose modules — activate the modules you need (Budgeting, Forecasting, Reporting, Scenario Planning, Cash Flow). You can modify module access later from Settings.

4. Select Subscription Plan​

Review plan options based on features, user limits, and data capacity, then choose the plan that fits your business needs.

5. Add Payment Method & Activate​

  1. Enter secure billing information.
  2. Review the plan summary and confirm.
  3. Once payment is successful, your workspace becomes fully active, selected modules are unlocked, and you gain full system access. You'll receive a billing confirmation email.

You're Ready 🎉​

Your workspace is configured, your subscription is active, and you can begin building budgets and forecasts.

  • Connect your accounting system
  • Invite team members
  • Set up your first budget
  • Review financial dashboards
  • Configure reporting templates