Welcome to FinSage
Let’s set up your FinSage account and company workspace.
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User & Company Registration
Admin Details
Company Setup
Step 1: Administrator Details
First Name
Last Name
Email Address (Login ID)
Password
Min 8 chars, must include 1 uppercase and 1 number.
Confirm Password
Phone Number (Optional)
🇿🇦
+27
Account Type
Select...
Practitioner (Accounting Practice)
Enterprise (Company)
School
This changes wording later (e.g., Practice vs Company vs School).
Your role in this organisation
Select your role...
This helps FinSage tailor your dashboard, onboarding, and company defaults.
I need to invite a team / give role-based access
Owners/Admins can add users later. Tick if you want to set it up now.
Owner email (recommended if you are not the Owner)
If you choose CFO/CEO/etc, invite the real Owner so they can take ownership and manage credit policy.
Team member email(s) to invite
Separate multiple emails with commas, spaces, or new lines.
Team Note (optional)
Next: Company Setup
Step 2: Company Setup & Financial Basis
Company/Entity Name
Organisation Type
Select type...
Private Company
Public Company
Sole Trader
Partnership
NGO / Non-Profit
NPO
Trust
Co-operative
Body Corporate
Club / Association
Government Entity
Other
Company Email Address
Company Phone (Optional)
Country of Operation
Select country...
Company Registration Number
Tax Identification Number (TIN)
VAT/Sales Tax Number (Optional)
Registered Address (Search)
Optional: Use search to auto-fill structured fields. You can still type manually.
Address Line 1
Address Line 2 (Optional)
Suburb / Locality
City / Town
State / Province / Region
Postal / ZIP Code
Postal address is the same as registered address
Postal Address Line 1
Postal Address Line 2 (Optional)
Suburb / Locality
City / Town
State / Province / Region
Postal / ZIP Code
Company Logo URL (Optional)
Use a direct public image URL (PNG/JPG/SVG).
Website (Optional)
Industry (Select COA Template)
Select your industry
Sub-industry
Select sub-industry...
Base Currency
ZAR - South African Rand
USD - US Dollar
EUR - Euro
GBP - British Pound
AUD - Australian Dollar
CAD - Canadian Dollar
INR - Indian Rupee
NGN - Nigerian Naira
JPY - Japanese Yen
BRL - Brazilian Real
Company Registration Date
ⓘ
Date cannot be in the future.
Financial Year Start Date (DD/MM)
ⓘ
Must be exactly DD/MM format.
I agree to the
Terms of Use
and
Privacy Policy
. I understand that FinSage processes company and financial information in accordance with its governance and data protection policies.
By registering, you consent to the secure processing of your information for platform functionality, reporting, governance and operational purposes.
Complete Registration
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