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Setup guides

Step-by-step installs for a PC, a server, or a cloud account. You approve the logins, the 2FA codes, and anything that spends money. The agent can do the rest of the clicking.

cloud

Invoice reminders that do not sound unhinged

Turn on Wave’s payment reminder cadence for unpaid invoices — you keep bank login and wording; the agent only checks boxes you already chose.

Open the guide
pc

Three mailbox labels that stick

Install Money, Customers, and Ignore on Fastmail (or Gmail), with rules that sort mail — without handing the agent your login.

Open the guide
cloud

Invoice reminders that do not sound unhinged

Turn on Wave’s payment reminder cadence for unpaid invoices — you keep bank login and wording; the agent only checks boxes you already chose.

30 min
pc

Three mailbox labels that stick

Install Money, Customers, and Ignore on Fastmail (or Gmail), with rules that sort mail — without handing the agent your login.

25 min