Overview
This page covers what happens when you first sign up for ALK and where to go next. For setup steps specific to one integration (like Acumatica), see the dedicated guide further down this section.Signing up
You need an active ALK account to get started. The first person from your organisation to sign up becomes the Entity Owner and can invite others. See Understanding Roles & Access for what each role can do, and Inviting & Managing Team Members to bring your team in.The onboarding tour
On your first login, ALK shows a guided product tour covering the home screen, the main tools (Chat, Workflows, Pulse, Analyst), Integrations, Knowledge, Action Center, and Settings. You can skip it and pick it up later — look for a replay option in Settings if you want to see it again.What to do next
1
Connect a data source
Head to Knowledge or Integrations to connect a bank account, GL system, drive, or upload files directly. See Managing Integrations or, if you use Acumatica specifically, Getting Started With Acumatica.
2
Set up your workspace
If you’re the Entity Owner or an Admin, configure your workspace and invite your team. See Setting Up Your Workspace.
3
Try a core tool
Ask a question in Chat, upload a spreadsheet to Analyst, or run a prebuilt workflow. See Chat, Analyst, or Setting Up a Workflow.