Libro documentation
From your first sign-in to closing your account.
Follow the complete lifecycle through setup, daily books, reporting, backup, and account deletion—or find the exact task you need today.
Six stages · 22 guides
Browse the lifecycle
Each guide focuses on one outcome and connects to the task that naturally follows it.
01
Start with Libro
Create your account, choose a company, and learn the workspace.
- Create and access your account Sign up, verify your email, sign in, and recover your password.
- Choose or create a company Understand your company directory, invitations, and demo workspace.
- Set up a company Choose company identity, legal structure, books, dates, and currency.
- Navigate your workspace Use the sidebar, overview, recent activity, and dashboard analytics.
02
Configure your books
Prepare the accounting structure before recording day-to-day work.
03
Record business activity
Maintain master records and capture transactions in the right journal.
- Manage business records Maintain customers, suppliers, banks, and members.
- Use the general journal Create balanced entries and move them through their lifecycle.
- Record cash receipts and disbursements Capture collections, payments, deductions, and withholding.
- Record sales and purchases Track invoices, credit activity, settlements, and journal status.
- Read ledgers and record history Trace balances, counterpart activity, and changes to records.
04
Review and share
Understand the books, export results, and collaborate safely.
05
Manage Libro
Keep company details, integrations, plan, and account access current.
- Manage company settings Update company identity, accounting options, signatories, and branding.
- Manage connected AI apps Hot Connect ChatGPT or Claude with remote MCP, review OAuth permissions, and revoke access.
- Choose a plan and manage billing Compare Free, Pro, and Max and manage your subscription.
- Secure your account Change your password and review new-device and active-session controls.
06
Protect or close your data
Make a portable backup, restore safely, or permanently close data.