Kashoo
Day 0 after signup
Welcome to TrulySmall Accounting 👋
Why it works
- Pair a warm welcome with a concise explanation of what the product helps users do.
- Break the first steps into clearly labeled actions so new users can scan the setup path.
- End with one prominent call to action that connects the guidance to a useful next step.
How it is built
- Welcome greeting
- Product introduction
- Getting-started steps
- Summary reassurance
- Primary call to action
- Footer details
Email copy
Hi there, Welcome to TrulySmall Accounting, an AI-driven solution designed for small business owners, freelancers and entrepreneurs who need to manage their finances without the complexity of enterprise-level software. Follow these steps to maximize your results and save time: Connect Your Bank TrulySmall automatically imports and categorizes your bank transactions, reducing the risk of manual data entry errors. Review and Set Rules Create your own category rules and the system will remember them going forward. Upload Your Receipts Uploaded receipts are scanned and automatically converted into an expense ready for you to review or edit. View Reports View your reports to gain valuable business insights and simplify tax preparation. It’s That Easy! Ready to start automating your accounting? Start Automating 1055 West Georgia St, Suite 2414, Vancouver BC V6E 3P3 Unsubscribe from our emails Powered by Intercom