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Getting started

Complete your onboarding

A step-by-step guide to signing up and finishing all onboarding stages before accessing your Doow dashboard.

Doow requires you to complete a guided onboarding wizard before you can access the dashboard. This article walks you through every step — from creating your account to reaching your workspace.

Step 1 — Create your account

  1. Go to app.doow.co and click Get started.
  2. Enter your work email address and create a password, or sign in with Google/SSO if your organisation uses it.
  3. Check your inbox for a verification email and click the confirmation link.
  4. Enter your company name and industry when prompted.

You will land on the onboarding welcome screen. Click Continue to Onboarding to begin the wizard.

Explore the sandbox first? If you want to see the dashboard before connecting any data, click Explore sandbox on the welcome screen. The sandbox uses pre-loaded sample data so you can navigate freely. You can exit the sandbox at any time and return here to complete your real onboarding.

The onboarding wizard

The wizard has five stages, shown in the left sidebar. Stages must be completed in order — you cannot skip ahead. A progress counter (n/5 Complete) tracks where you are.

Stage 1 — IdP / SSO / IAM

Connect your Identity Provider so Doow can map your users and access permissions.

Supported providers include Google Workspace, Okta, Microsoft Azure AD, and others.

  1. Select your identity provider from the list.
  2. You will be redirected to that provider to authorise Doow's read-only access.
  3. Approve the requested permissions and return to Doow.
  4. Doow will run an initial sync. Once the sync completes, the stage is marked done.

Don't have admin credentials? Click Request admin access at the bottom of the page. Doow will send an invitation to a colleague who can complete this step on your behalf.

Stage 2 — SaaS expenses

Connect at least one expense data source so Doow can track software spend. You need either an accounting integration or a banking connection — you do not need both.

Option A — Accounting software

  1. Choose your accounting provider (e.g. Xero, QuickBooks, Sage).
  2. Authorise Doow's read-only access.
  3. Click Continue once the connection is confirmed.

Option B — Banking

  1. Select your bank from the list.
  2. Follow the open-banking authorisation flow.
  3. Click Continue once the connection is confirmed.

Once either source is connected, this stage is complete and you will move to Stage 3 automatically.

Stage 3 — HRIS

Connect your Human Resources Information System to map employees to teams, departments, and cost centres.

  1. Select your HRIS provider (e.g. BambooHR, Workday, Rippling, Personio).
  2. Authorise Doow's read-only access.
  3. Click Continue once connected.

No HRIS yet? Click Skip at the bottom right. You can connect an HRIS later from Settings → Integrations.

Stage 4 — Company details

Fill in your company profile. This information appears in reports and is used for spend calculations.

  • Company name — your legal or trading name
  • Industry — used to benchmark spend
  • Fiscal year start — sets the annual period for budget and spend reports
  • Default currency — the primary currency shown in dashboards

Click Submit when done. All fields are editable later in Settings → Workspace.

Stage 5 — Card KYC

If your plan includes Doow Cards, you need to complete identity verification before the card feature is activated.

  1. Enter the required business and director details.
  2. Upload any requested supporting documents.
  3. Submit the form. Verification typically takes 1–2 business days.

Don't need cards? If your plan does not include Doow Cards, this step is either pre-approved or skipped automatically. Click Finish to proceed.

Accessing the dashboard

Once all five stages are marked complete, Doow redirects you to the main dashboard automatically. From here you can:

  • View usage and spend across your connected tools
  • Explore the Applications section to see per-app analytics
  • Set up additional integrations in Settings → Integrations

If you get stuck at any stage or see an error, see Troubleshooting common errors or click Chat with us to reach support.