I applied and my account has been approved! What's next? - Truly Financial

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I applied and my account has been approved! What’s next?

Congrats and welcome! We’re so excited to have you onboard and can’t wait for you to start empowering your business with Truly Financial.

If you are the *Admin user, you can now start adding team members. Login to your account and go to the “Team Member” tab. Select ‘Add a Team Member’ and follow the prompts on your screen.

*The main user on your account will be designated as an Admin. This Admin will be able to assign Visa cards to pay for company expenses, view checking accounts, and pay suppliers via ACH/wire transfer. The Admin can also invite employees from your company and assign Visa cards to them or invite the company accountant to have access to transactions for accounting purposes.