Get Started in Three Simple Steps
No accounting experience needed. From sign-up to automated bookkeeping in minutes.
How Do I Sign Up and Connect My Bank?
Getting started with FidelMind is designed to be as frictionless as possible. Sign up with your email address or Google account — the entire process takes less than 2 minutes. Once your account is created, you can connect your bank account using secure open banking (PSD2) integration. We support all major EU banks, and the connection is read-only, meaning we can import transactions but never move your money. If you prefer, you can also upload bank statements manually (CSV, OFX, or PDF). Already using another accounting tool? Import your chart of accounts, customers, suppliers, and historical transactions in just a few clicks. Our onboarding wizard guides you through each step, and you can invite team members right away so everyone is set up from day one.
How Does the AI Actually Do the Work?
This is where FidelMind truly shines. Once your bank is connected, our AI engine goes to work immediately. It imports all transactions and automatically categorizes them based on merchant names, amounts, and patterns. Invoices and receipts are processed using advanced OCR — the AI extracts vendor names, amounts, tax rates, and payment terms, then matches them to the corresponding bank transactions. When a customer pays an invoice, the AI recognizes the payment and marks the invoice as paid. When you pay a supplier, the AI matches the payment to the outstanding bill. The system learns from every correction you make: if you recategorize a transaction, the AI remembers that pattern and applies it to similar future transactions. Over time, the AI becomes incredibly accurate, reducing manual work to near zero. You can review everything in a clean, intuitive dashboard and make adjustments with a single click.
How Do I Generate Reports with One Click?
With your data automatically organized by the AI, generating reports is effortless. Navigate to the Reports section and choose the report you need — profit & loss, balance sheet, cash flow statement, VAT return, or tax summary. The report is generated instantly from your live data, always up to date. Every report is formatted to comply with EU accounting standards and can be customized with your company logo, branding, and preferred language. Export reports as PDF for printing or sharing, or send them directly to your accountant via email with one click. For VAT returns, the system pre-fills all required fields based on your transaction data, so you just review and submit. You can also schedule reports to be generated and emailed automatically on a weekly, monthly, or quarterly basis. No more end-of-month scrambling — your financial picture is always just one click away.
Ready to Get Started?
Join hundreds of EU businesses already using FidelMind. Start your free trial today — no credit card required.
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