Add your first client

A client in Kiravy = one SME whose books you keep. This page walks through creating one and choosing how its data lands in Kiravy.

Create the client

Option A — During the onboarding wizard

When you sign up and log in for the first time, the wizard's Step 3 lets you add a client right there: enter the name and currency, hit Save & continue, and you're done.

Option B — From the Clients page

At any time:

1. Clients in the sidebar → Add client
2. Required fields:
   • Name (e.g. Mamak Pelita Sdn Bhd)
3. Optional fields you should fill in for completeness:
   • SSM — the Suruhanjaya Syarikat Malaysia registration number. Used as a stable identifier and shows up next to the name as a badge.
   • Industry — free text, but try to be consistent (helps with future benchmarks)
   • BRN / TIN — fill in manually
   • Currency — defaults to MYR; can be changed per client
4. Save

You'll land on the client workspace — a familiar tab layout (Transactions, Customers, Suppliers, AR, AP, Receipts, Documents, Engagements, AI, Reports, Settings) all initially empty.

Assign your team

Only relevant if you have Staff or Viewer members — Partners and Managers see all clients automatically.

1. Client → Settings → Team → Add assignment
2. Pick the member → save

See Set up your firm → Assigning staff for the longer version.

Pick how data gets in

Three paths into Kiravy. Mix and match — receipts, manual entry, and CSV imports can all run alongside each other.

Option A — Receipts (OCR upload)

For receipts and bills you have as photos / PDFs. Upload, Kiravy's AI extracts the fields (vendor, date, total, SST), you review, hit Save — it lands as a transaction.

Full guide: Receipts (OCR).

Option B — Manual entry

Type transactions in directly. Good for one-off journals, opening balances, or testing.

Full guide: Transactions.

Chart of Accounts

By default a starter set of CoA codes is created automatically when a client is added — covering common SME P&L codes. You can:

• Use the default seed CoA as-is
• Edit it from Settings → Chart of Accounts: add codes, change types, deactivate ones you don't need

See How Kiravy thinks about Chart of Accounts for the design rationale.

A few useful settings to know about

Setting	Where	What it does
SST rate	Client → Settings → SST	Default rate for new SST-applicable transactions (6 % or 8 %)
Currency	Client → Settings → Profile	Per-client base currency; defaults to MYR
Engagement template	Client → Engagements	Default checklist used when you start a month-end close

Archiving a client

When a client engagement ends, don't delete — archive instead. Archived clients vanish from the default list but the data stays for 7 years (FRD compliance). Restore from Clients → All → switch to Archived filter → open client → Restore.

See Archive & delete for the gritty details.

What's next

• Receipts (OCR) — fastest way to get existing paper bills into Kiravy
• Transactions — manual entry and CSV import
• How Chart of Accounts works — read this once, you'll thank yourself