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    BUFI Onboarding Guide

    Your complete guide to setting up and mastering BUFI - your financial assistant for freelancers, remote teams, and businesses worldwide.

    10 articles

    Learn Step by Step

    1

    Get Started

    Create your account and set up your BUFI workspace in minutes

    5 min readView
    2

    Create Your Financial Workspace

    Set up your customized dashboard with templates or start from scratch

    3 min readView
    3

    Create and manage invoices

    Save a draft, send an invoice, share a payment request and follow payment progress.

    5 min readView
    4

    Request and review reimbursements

    Collect receipts, send a reimbursement, review expenses and track what remains to be paid.

    6 min readView
    5

    Create Your First Payroll

    Pay your team members and contractors with ease using BUFI Payroll

    4 min readView
    6

    Open a Virtual Bank Account

    Get international virtual bank accounts in the US, EU, and Mexico

    5 min readView
    7

    Deposit Funds

    Add money to your BUFI wallet using crypto or bank transfers

    3 min readView
    8

    Send & Receive Transfers

    Transfer funds to wallets and bank recipients

    4 min readView
    9

    Ask Bu - Your AI Assistant

    Get instant help and answers from your AI financial assistant

    2 min readView
    10

    General Options & Settings

    Customize your BUFI experience with languages, wallets, and more

    3 min readView

    New to BUFI?

    Start with the basics and work your way through each guide. We recommend following the order for the best experience.

    Start with Get Started
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