The goal is to go from a new account to a setup where documents, bank, and bookkeeping can run. Most people are up and running in about 5–15 minutes, depending on access to accounting and bank.
Before you start
You have (or create) a Payfriend account at app.payfriend.io/register.
You can sign in to your accounting system (e-conomic, Dinero, or Billy) with rights to approve integrations.
You have online banking / MitID for the bank connection (Open Banking).
You know which plan to start on (Gratis / Free does not require a card).
Steps
1. Create account and company
Go to app.payfriend.io/register, sign up, and fill in company details (name, CVR, contact). Choose a plan if asked — you can start on Gratis without a card.
2. Connect accounting
Go to Settings → Integrations (or follow onboarding) and choose e-conomic, Dinero, or Billy. Sign in with the provider and approve Payfriend.
3. Connect bank
Under Bank (or Integrations), start the Open Banking connection. Choose your bank, approve with bank login/MitID, and select the accounts Payfriend may read.
4. Set reconciliation start (if you have history)
If you’re moving in with existing accounting and bank data, set a reconciliation start under Bank before the reconciliation queue fully opens. Payfriend usually suggests the right date.
5. Connect document sources (optional, recommended)
Connect Gmail/Outlook and optionally e-Boks so documents arrive automatically. You can also scan from your phone right away.
6. Complete the setup checklist
In the app you’ll find a setup hub / checklist (often visible until done, otherwise under Settings → Setup). Complete the steps so you know what’s left.
Check that it worked
Accounting shows as connected
At least one bank account is connected
Reconciliation start is set (when moving in with history)
Dashboard / activity loads without errors
(Optional) First document landed in the inbox or under bills/receipts
Common issues
Symptom | Cause | Fix |
Can’t approve accounting | Missing rights at provider | Sign in as admin/owner in e-conomic, Dinero, or Billy |
Bank disconnects | Session expired / bank requires renewal | Reconnect under Bank |
Reconciliation “locked” | Missing reconciliation start | Set the date under Bank |
Empty inbox | Email/e-Boks not connected | Connect under Settings / Inbox |
Next steps
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