Guides

Learn it one workflow at a time

Short, practical guides to running your money in Neuctra Finance: from your first account to closing the month and connecting your own software.

New here? Start with these two.

01
Your first business in ten minutes
Sign up, create a business and an account, record your first money, and invite the people who need to see it.
02
The ideas behind Neuctra Finance
Businesses, accounts and transactions; balance, held and available money; and why nothing in the ledger is ever edited.

Every guide

Pick a topic, or read them in order. Each one takes a few minutes.

Getting started
Your first business in ten minutes
Sign up, create a business and an account, record your first money, and invite the people who need to see it.
6 min read
Getting started
The ideas behind Neuctra Finance
Businesses, accounts and transactions; balance, held and available money; and why nothing in the ledger is ever edited.
5 min read
Concepts
Teams, roles and limits
Give each person the access their job needs: from admins who run things day to day, to investors who only read.
5 min read
Workflows
Budgets and categories
Group spending into categories, give each a monthly budget, and decide whether going over warns or refuses.
4 min read
Workflows
Approvals and spend requests
Set a line on any account. Spending above it, by a team member or an integration, waits for an approver.
5 min read
Concepts
Holds: reserve money before you spend it
Like a card payment: set money aside when an order is placed, then record what it really cost. Nothing else can spend it meanwhile.
5 min read
Concepts
Fixing mistakes without editing history
Typed the wrong amount or charged the wrong account? Reverse the transaction. The original stays, marked as reversed.
4 min read
Workflows
Debts, loans and instalments
Track what you owe and what you are owed, pay it back in instalments, and get reminded before each payment is due.
4 min read
Workflows
Closing the month
Match your bank statement, check every balance, export for your accountant, and close the books so nothing changes afterwards.
7 min read
Workflows
Keeping investors in the loop
Share a live, read-only page with balances, spending and runway, in your own brand.
5 min read
Developers
Connect your software with the SDK
Give your ERP, POS or payroll system a key with just the permissions it needs, and record spending with one call.
7 min read
Developers
Webhooks: react when money moves
Get a signed message the moment a transaction is recorded, a hold changes or a spend request is decided.
6 min read

Looking for the API?

Every SDK call, endpoint, permission and error code is in the developer docs.

Open the SDK and API docs

Ready to try it?

Free during the beta. Your first business takes about ten minutes.

Create your free account

Learn it one workflow at a time

Every guide

Your first business in ten minutes

The ideas behind Neuctra Finance

Teams, roles and limits

Budgets and categories

Approvals and spend requests

Holds: reserve money before you spend it

Fixing mistakes without editing history

Debts, loans and instalments

Closing the month

Keeping investors in the loop

Connect your software with the SDK

Webhooks: react when money moves

Looking for the API?

Ready to try it?

Learn it one workflow at a time

Every guide

Your first business in ten minutes

The ideas behind Neuctra Finance

Teams, roles and limits

Budgets and categories

Approvals and spend requests

Holds: reserve money before you spend it

Fixing mistakes without editing history

Debts, loans and instalments

Closing the month

Keeping investors in the loop

Connect your software with the SDK

Webhooks: react when money moves

Looking for the API?

Ready to try it?