Solvent — Help & getting started

Welcome to Solvent — your first real finance system. This guide gets you from sign-up to your first invoice and explains the core ideas. All tax/VAT figures in Solvent are advisory — confirm material decisions with a qualified local accountant.

Quick start (under 10 minutes)

1. Create your company. At sign-up, enter your company name and where it's incorporated — Solvent loads the right VAT/tax rules for that jurisdiction. 2. Add sample data (optional). Tick "Start with sample data", or later use Sample data → Ask Claude to populate to generate a personalised demo from a few questions. 3. Add your first client under Invoicing. 4. Issue your first invoice — Solvent numbers it sequentially and applies the right VAT. 5. Log a cost under Costs, and import a bank statement to reconcile. 6. Check your numbers on the Dashboard and Compliance (VAT headroom + upcoming deadlines).

The dashboard's Get set up checklist tracks these steps and disappears once you're done.

Core concepts

• Company / Entity. Each company you run is an Entity with its own books and jurisdiction rules.
• Workspace. Your billing subject. A personal workspace holds your company; an accountant's

practice workspace holds many client companies.

• Governors. The per-jurisdiction ruleset (VAT system, corporate tax, statutory deadlines) applied

automatically. Launch set: UK, Estonia, Delaware/US, Malta (plus Austria, Hungary).

• Advisory, not filing. Solvent gives you guidance and keeps you oriented between accountant

conversations — it does not file returns.

VAT & tax, briefly

• UK uses a rolling 12-month turnover test against the £90,000 threshold; Solvent tracks your

headroom and flags when you're approaching it.

• EU jurisdictions (e.g. Estonia €40,000) use a calendar-year threshold.
• Estonia taxes corporate profit only when distributed (dividends), not when earned.
• Delaware has a franchise tax with hard deadlines (1 March for domestic corps).
• The Compliance page shows each company's VAT status and the next statutory deadlines, and — for

accountants — a practice-wide "what's due across all clients" view.

For accountants & CSPs

Create a practice under Practice, then add each client as its own company. You get one login over many client entities, the right jurisdiction rules per client, per-client billing, and the cross-client deadlines view. There's no lock-in — clients can leave with their data.

AI assistant

Add your own Claude API key under AI settings (stored encrypted) to enable the assistant, AI bank-import extraction, and "Ask Claude to populate". The assistant is advisory and proposes actions for your one-click approval — it never changes anything on its own.

Your data & privacy

Export everything any time under Your data (/account), and view your activity trail under Activity log. See our Privacy Policy and Terms.

See also

• Invoicing & subscriptions — issue your first invoice
• VAT & tax explained — understand your jurisdiction's rules
• Bank reconciliation & imports — import statements, auto-match
• Compliance tracking — view your statutory deadlines
• The AI assistant — ask Claude for help
• For accountants & CSPs — set up a practice with client companies

Need help?

Use Feedback in the app to send a request, or email support@solvent.money.