Getting Started
Up and running in minutes, not months
Short, practical videos that walk you through the essentials — from your first module to everyday tips that make SmartB feel like second nature.
Watch & learn
Quick-start guides
New videos are added regularly. Have something you'd like us to cover? Tell us on the Wishlist.
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1Install the Modules that you need
Start by adding existing APPs that is ready to use
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2
Build your module by just describing it
Watch how plain language becomes a working module in your workspace.
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3
Capture documents with AI
Upload a bank statement or invoice and let SmartB file it for you.
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Coming soon.
4Personalise your workspace
Switch themes and tailor SmartB to match your brand.