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Quickstart

From signup to your first client in 15 minutes.

This guide gets you from nothing to a Kiravy workspace with your first client in about 15 minutes.

Kiravy is built for Malaysian accounting firms doing books for SME clients. The smallest unit is a firm workspace — every accountant in your firm joins the same workspace and shares the client list.

What you'll do

  1. Create a Kiravy account and your firm workspace
  2. Add your first client
  3. Invite a teammate (optional)
  4. Add data — manually, via receipts, or via CSV import

1. Create your firm

  1. Go to staging.kiravy.com/signup
  2. Sign up with your work email and verify it (check your inbox for the link)
  3. After verification, log in — a setup wizard opens automatically
Sign up form
Create your account

After submitting, you'll land on a verification page — check your inbox for the verification link.

Check your email page
Waiting for email verification
Verification email in inbox
Click Verify my email in the email

Once verified and logged in, the wizard opens:

The wizard walks you through three quick steps:

  • Firm name — pre-filled from your email, change it if needed (e.g. Lee Wei Tech & Associates)
  • Invite team — add colleagues now, or skip and do it later from Settings → Team
  • First client — add your first client right here, or skip and add one later
Wizard Step 1 — firm name
Step 1: name your firm
Wizard Step 2 — invite your team
Step 2: invite teammates (or skip)
Wizard Step 3 — add first client
Step 3: add your first client
Wizard Step 4 — you're all set
Step 4: all set!

You can skip any step — the wizard won't appear again once dismissed.

You're now a Partner in this firm workspace, with full access. Other roles (Manager / Staff / Viewer) come into play when you invite teammates.

2. Add your first client

If you added a client in the wizard, it's already in your Clients list — skip ahead to step 3.

Otherwise:

  1. Click Clients in the sidebar → Add client
  2. Enter the client's name (required) and currency (defaults to MYR)
  3. Save
Add client form
The full Add client form — only name is required

The client now appears in your Clients list. Clicking it opens the client workspace, with empty tabs (Transactions, Customers, AR, AP, etc.) waiting for data.

3. Invite a teammate (optional)

If you already sent invites in the wizard, skip this. Otherwise:

  1. Settings → Team → Invite member
  2. Enter their email and pick a role:
    • Partner — full access, can manage firm settings and members
    • Manager — full access except deleting the firm
    • Staff — only sees the clients they're assigned to
    • Viewer — read-only, only assigned clients
  3. They get an email link; once they accept, they're in the firm

See Roles & permissions for the full breakdown.

4. Add data

Three ways to get transactions into a client's books — mix and match freely:

Receipts (OCR upload)

Upload photos or PDFs of bills and receipts. Kiravy's AI extracts the vendor, date, total, and SST; you review and hit Save — it lands as a transaction. Start from any client → Receipts → Upload receipt.

Full guide: Receipts (OCR).

Manual entry

Type transactions directly. Good for one-off journals, opening balances, or anything you don't have a receipt for. Client → Transactions → Add transaction.

Full guide: Transactions.

CSV import

Have transactions in a spreadsheet? Client → Transactions → Import CSV opens a 4-step wizard: upload → map columns → preview → done.

What's next