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Rise is set up together with the Rise team. You don’t do it alone: our specialists review where your business stands today, agree the processes and integrations with you, and handle the data migration from your previous system. By the time onboarding is done, your books are live, your bank is connected, and Rise’s AI is categorising and reconciling your transactions — with a certified accountant team reviewing the work.
You don’t need to build a chart of accounts, enter VAT details, or configure accounting settings yourself. The Rise team handles all of that as part of onboarding.

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Step-by-step

1

Book an intro meeting

Book a meeting with Rise’s specialists. We go through where your business stands today: your current bookkeeping and systems, transaction volumes, team size, and what you want to automate. You’ll also see how Rise works in practice.→ Get in touch: risegroup.eu or jani@risegroup.eu
2

Sign the contract

You receive a quote sized to your company and transaction volume. Once the contract is signed, onboarding starts.
3

Onboarding session

In the onboarding session we confirm your processes, the integrations you need, approval flows, user roles, and the onboarding schedule. After it, you know what happens and when.
4

Rise migrates your data

The Rise team migrates your accounting data from your previous system and confirms the details — chart of accounts, VAT treatment, open sales and purchase invoices, and your company information. You don’t do any of this yourself; you just answer the team’s follow-up questions.
5

Connect your bank account

You authorise the bank connection yourself via open banking (PSD2). It takes a few minutes, after which your transactions flow into Rise automatically.→ Connect your bank account
6

Invite your employees

Invite your team into the app. They can photograph receipts, file expense and travel claims, and approve purchase invoices straight from mobile — with no separate training.

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What happens next

As soon as your bank is connected, Rise’s AI begins processing your transactions — categorising expenses, matching receipts, and flagging anything that needs your attention. Approval requests arrive directly in the Rise mobile app. Your accountant team reviews your first month’s books in full. If anything looks unusual, they’ll reach out. After that, they monitor your books on an ongoing basis, so you always have professional oversight running in the background.
You can reach your accountant team at any time through in-app messaging or by emailing support@risegroup.eu.