App Guide

Paagos App Documentation

Learn how to use the Paagos dashboard — from initial setup through day-to-day bookkeeping, invoicing, and financial reporting.

Getting Started

  • Account creation and organization setup
  • Initial configuration and preferences
  • Navigating the dashboard

Chart of Accounts

  • Default account structure (assets, liabilities, equity, revenue, expenses)
  • Creating and customizing accounts
  • Account types, subtypes, and hierarchy

Transactions

  • Creating double-entry transactions
  • Transaction templates for recurring entries
  • Importing transactions and categorization rules

Invoicing

  • Creating and sending invoices
  • Tracking invoice status and payments
  • Automatic payment matching from bank feeds

Reports & Exports

  • Profit & Loss, Balance Sheet, Cash Flow statements
  • Tax summary and BIR-compliant reports
  • CSV and PDF export options

Settings & Integrations

  • Team management and permissions
  • API key creation for external integrations
  • Tax configuration and financial account linking

App documentation is being written. In the meantime, join the waitlist to get early access and a walkthrough of the product.

Let your finances flow.

You focus on building. Paagos handles the current.