Getting started
Smart Business Book (SBB) runs your whole business from one account: sales, expenses, inventory, invoices, payroll, and reports — in any currency.
1. Create your account
- Go to sbb.finance/register and sign up with your email. No credit card is needed to start.
- Verify your email and sign in.
2. Set up your business
The onboarding wizard asks for:
- Business name and type — shop, restaurant, clinic, NGO, school, and more. The type tailors which modules and categories you start with.
- Country and currency — every report, receipt, and balance follows the currency you trade in (UGX, KES, NGN, GHS, USD, CAD, EUR, …).
- Money locations — the real places your money lives: a cash box, a mobile money wallet, one or more bank accounts. You can add more anytime under Locations.
3. Record your first transaction
Press + Record (top right) or open Transactions → Add Income / Add Expense. Pick the amount, category, and which money location it touched — SBB posts the double-entry bookkeeping for you.
Bring your history with you
Already have records in Excel, QuickBooks, or another system? Use data import to migrate transactions, products, and customers in minutes — templates included.
4. Invite your team
Under Collaboration you can invite an accountant, manager, or employees. Everyone gets role-based access: employees can be limited to just POS or inventory, while owners see everything.
5. Explore your Home dashboard
Home shows your live position: net today, cash position, pending review items, and alerts — organised in Overview, Insights, and Activity tabs. Nothing to configure; it fills up as you work.