Getting Started

9 articles

1. 01

   What is Light?

   Light is an agentic ERP built for multinational companies and hypergrowth SaaS businesses.

2. 02

   Creating your account

   > **What is this page about:** How to activate your Light account, set a password and two-factor authentication, confirm your profile details, and sign in for the first time before moving on to organisation setup.

3. 03

   Navigating the Light dashboard

   The Light dashboard is your central hub for financial operations. This article explains the main sections and how to navigate the platform.

4. 04

   Setting up your organization

   This article walks you through creating your company and configuring the initial organizational structure.

5. 05

   Adding team members and roles

   > **What is this page about:** How to invite team members to Light, choose the right access role for each person, manage and disable users, organise people into groups, and where entity access and SSO fit in.

6. 06

   Connecting your first bank account

   > **What is this page about:** How to connect your first bank account to Light so you can sync transactions automatically, reconcile faster, and monitor cash in real time.

7. 07

   Quick-start checklist

   Use this checklist to quickly get Light set up and operational. Most organizations complete these steps in a few hours.

8. 08

   Go-live readiness

   This article outlines the minimum viable setup for going live with Light and helps you prepare for a successful transition from your legacy financial

9. 09

   Sandbox environments

   > **What is this page about:** How sandbox environments work in Light — creating a sandbox, what gets provisioned, the statuses a sandbox can be in, how to update or reset one, and how sandbox data and infrastructure stay fully isolated from production.