Documentation
Getting Started
What Effitrio is, how it differs from a basic invoicing tool, account setup, and your first week in the product
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What is Effitrio?
Effitrio is a focused mini ERP for freelancers and small teams: invoices, expenses, clients, projects, and AI-assisted workflows in one workspace. You manage money in Finance, relationships and work structure in Organization, and day-to-day priorities on the Dashboard.
How Effitrio is different
- AI with approval — The assistant can prepare multi-step goals (for example reminders or validations). Sensitive paths pause for your approval before anything irreversible or customer-facing runs. See AI Workflows.
- Human-in-the-loop by design — Outbound actions and structured runs surface in the AI Action Center so you always know what is queued versus what already ran.
- Workspace isolation — Your data is scoped to your workspace with tier-based limits and features.
Creating your account
- Open Sign up from the auth screen and register with your email.
- Complete verification steps if prompted.
- Sign in and land in your workspace — you can refine company details next.
Navigating the dashboard
| Area | Route | Purpose |
|---|---|---|
| Dashboard | /dashboard | KPIs, trends, alerts, onboarding checklist, AI chat, pinned insights |
| Finance | /dashboard/finance | Invoices, expenses, receipts (tabbed) |
| Organization | /dashboard/organization | Projects and clients (tabbed) |
| AI Action Center | /dashboard/action-center | Review, approve, or reject AI goals |
| Settings | /dashboard/settings | Profile (company & logo), templates, subscription, account & privacy |
Legacy AI Insights URLs redirect to the main Dashboard — insights and pinning live there now.
First steps checklist
The dashboard onboarding checklist focuses on getting to a sent invoice (you can dismiss it anytime):
- Account — You’re signed in; workspace exists.
- First client — Add a client from Organization → Clients (the checklist links straight there).
- First invoice — Create a draft from Finance → Invoices.
- Send an invoice — Send it to your client via email from the invoice flow.
When you are ready to track costs, add expenses under Finance → Expenses — see Expenses.