Getting started

Koncernify runs the month-end close on your Fortnox books. It checks the balances, drafts the accruals, explains the result and keeps a signed record of who approved what. Setting up a company takes about fifteen minutes.

The app has three places. Work is the month you are closing, with the box at its centre. Record is what was signed: journals, decisions, checks and locks. Settings holds the ledgers, people, rules and connections.

1. Create the workspace

Sign in to the app with a Google or Microsoft work account and name the workspace after the company or group. The person who creates it becomes its owner. The trial lasts 14 days, has every feature and needs no card.

2. Connect Fortnox

An empty Work screen offers Connect Fortnox. Sign in to Fortnox and allow the integration. Each further company is added under Settings, Ledgers. See Fortnox for the permissions it asks for.

3. Invite the people on your close

Under Settings, People, invite colleagues by the address they sign in with and give each a role: owner, controller, accountant or auditor. An approval limit can narrow what a person may approve by amount, account or ledger. Set up a company describes the roles.

4. Start the month

On Work, pick the company and the month. If last month had a checklist, it rolls forward with its steps and owners. For a first month, ask the box for one, or type /checklist. Close a month walks through the rest.

5. Connect your own assistant

Under Settings, Connections, copy the connector address into Copilot, Claude or ChatGPT and sign in. The assistant can draft journals and follow them through review. It cannot approve or post them. Copilot Studio needs a client of its own; see Copilot Studio.

6. Give your auditor access

Invite the auditor under People with the auditor role, or send a read-only link from Record. See Reports and auditor links.