How to switch to Found

Switching your business banking and bookkeeping to a new platform can feel like a big project. We’ve designed Found to simplify this transition so you can get back to the work that matters.

This guide provides a high-level checklist to get you up and running:

Step 1: Sign up for an account 

Found supports sole proprietorships, single and multi-member LLCs, S-Corps, C-Corps, and partnerships with managing their business’ finances. 

Click Get Started on Found.com to begin the sign up process.

What you’ll need: 

• Your legal name

• Date of birth

• A physical U.S. residential address.

• SSN (for identify verification purposes)

• EIN (if you are an LLC, Corporation, or Partnership)

Learn more: How to open a Found account

Step 2: Update your payment & card info 

To ensure all future business income and expenses come through Found, you’ll need to update your banking details in a few places:

• Link your income sources: Share your new account and routing numbers with clients and input into any platforms where you receive payments (like Stripe, Square, or Etsy).

• Recurring expenses: Update your Found card number for any subscriptions or recurring bills —we’ll even help you find write-offs as you make expenses.

Step 3: Transfer your funds

Once your account is open, you can move your existing business balance into Found by:

• Bank transfer from existing bank

• Cash or check deposit

• Transfer from payment apps (i.e. PayPal, Venmo) 

• Transfer from other platforms where you’re paid (i.e. Stripe, Square)

Learn more: How to make a deposit into Found

Step 4: Start using Found for other financial workflows

Once you’ve set up your banking, explore how Found can help you manage other financial workflows:

1. Activate and use your Found card: Found will track and attempt to auto-categorize your expense as you make it. Easily attach receipts by taking a photo, sending an email to Found, or adding in the app.

2. Import your bookkeeping history - Quickly import your year-to-date transactions from other bookkeeping tools so Found becomes your up-to-date source or truth.

3. Create a Pocket - Proactively save and manage cash for taxes and other business needs across sub-accounts called Pockets

4. Make a contractor payment - Onboard and pay your contractors, and then create and e-file 1099 forms come tax time. 

5. Send your first invoice - Use Found's invoicing tools and track what’s been paid.

6. Invite your team - Grant admin access to business partners, issue cards for team members, or collaborate with your accountant by adding users to your account.

Want more guidance? Check out our Help Center or watch our tutorial videos to see Found in action.