Getting started

Create an account and a workspace

1. Open the platform and choose Sign up, or sign in with your company's single sign-on if it is set up.
2. Create a workspace for your company. A workspace holds one company's plan, records and members; you are its owner.
3. Invite people from the workspace's members page and give each one a role: owner, finance admin, finance editor, reviewer or read-only.

Try the demo workspace

A self-hosted installation seeds a demo workspace, Aurora AI GmbH, a Berlin B2B AI SaaS company. Sign in as founder@aurora-demo.test to see a complete plan with scenarios, records and reports.

Run your first forecast

1. Fill in the plan builder's steps, or import a spreadsheet (see Import a spreadsheet).
2. Open Scenarios and run the base scenario. The run shows profit and loss, cash flow, runway and break-even for 36 months.
3. Approve the inputs when they are right. Approved inputs and the run's input hash are what reports and signed statements refer to.

Ask the assistant

Open Assistant and ask a question about your plan. The answer names the forecast run and input hash it used. Anything the assistant creates, such as a draft scenario, waits for a person to review it.

Run it yourself

The platform runs with Docker alone: cp .env.example .env and docker compose up --build, then open http://localhost:4200. Updating keeps your data: pull the new version and run docker compose up --build -d.