Create Your Financial Workspace

BUFI works with workspaces - flexible financial environments that adapt to your needs. Choose how you want to manage your finances.

BUFI Workspace Selection — Choose between a blank canvas or pre-configured templates

Understanding Workspaces

A workspace is your personalized financial hub. It contains your invoices, payroll, bank accounts, and all the tools you need. You can create multiple workspaces for different businesses or projects.

Choose Your Starting Point

Blank Workspace

Start from scratch

Create your financial setup from scratch. Perfect for users who want full control over their dashboard layout and widgets.

Use a Template

Recommended for new users

Get started quickly with pre-configured templates designed for teams and freelancers. Rearrange widgets anytime.

Available Templates

Available workspace templates — Four powerful templates to jumpstart your financial management

Master Executive

The complete BUFI dashboard with analytics, invoices, payroll, transfers, and more. A 360° view of your finances.

Freelancer

Minimalist space for creatives and freelancers. Manage invoices and payments with no hassle.

BUFI Invoice

Built for developers and tech contractors. Invoices, recurring payments, and transfers optimized for agile finance.

Devs Contractor

BUFI's most direct template. Issue invoices fast without complications. Less clicks, more control.

Your Dashboard

BUFI Dashboard overview — A fully customizable dashboard with all your financial tools in one place

Customize Anytime

You can always rearrange, add, or remove widgets from your dashboard. Click the edit button to enter customization mode.

What's Next?

Your workspace is ready! Learn how to create your first invoice.

Create Your First Invoice

Back to Onboarding