agaro docs
Operate the platform with confidence.
98 practical guides for setup, everyday work, administration, security, integrations, and troubleshooting.
Quick start
Common paths through agaro
Workspace setup
Create the account and establish shared settings.
Dashboard widgets
Build named dashboards in the live editor.
Finance workflow
Create invoices and follow payment through settlement.
AI assistant
Use tools with explicit autonomy and confirmation rules.
API and MCP
Connect an actor bound integration securely.
Security
Understand isolation, roles, access, and two factor policy.
Directory
Browse every section
Getting started
Modules
CRM
Finance
- Invoices and estimates
- Payments, expenses, and income
- Vendor bills and accounts payable
- Bank import and reconciliation
- Accounting and ledger
- Taxes and financial reports
- Recurring revenue and credit notes
- Loans
- Analysis: figures and trends for each finance module
- Reports: navigation, filters, and custom reports