Help & Docs · Preview
Help & Docs
Guides, workflows, and support resources for getting the most out of Hermes.
Getting started
Set up Hermes in four steps
Step 1
Connect your workspace
Set up your business profile, tax region, and accountant access.
Read guide
Step 2
Upload your first receipt
Drop a receipt, email it in, or snap a photo. Hermes extracts the rest.
Read guide
Step 3
Create your first invoice
Draft from plain English or start from a branded template.
Read guide
Step 4
Review your monthly close
Walk through Hermes's prepared close and approve in minutes.
Read guide
Popular guides
Recommended reading
How AI receipt review works
Confidence, matching, and human approval.
Understanding tax readiness
What Hermes prepares, and what your accountant still owns.
How approval workflows protect your books
Drafts, posting rules, and audit trails.
Preparing an accountant package
What goes inside and how to deliver it.
Support
Need help setting up Hermes?
Our team can walk you through workspace setup, accountant invites, and AI preferences. Available during business hours.
Security & trust
Foundations built in
Human-approved AI actions
Hermes drafts. People approve.
Audit trail foundation
Every change is logged and reviewable.
Role-based access
Owners, accountants, bookkeepers, and submitters.
Private financial workspace
Your books are scoped to your workspace.