This guide outlines the first practical steps for getting value from Kogniflow.
1. Create a new organization
Start by creating the organization you want to work with in Kogniflow. Add the basic details the team needs so the right workspace is ready before data synchronization and follow-up begin.
2. Choose how data should enter Kogniflow
Kogniflow currently supports two synchronization paths:
- API synchronization if the organization uses a supported accounting provider
- SAF-T file upload if you prefer to upload standardized accounting exports instead
Use the Data Synchronization guide to choose the right intake path.
3. Connect the organization
When you choose API, a user in Kogniflow must also select the accounting provider for that organization.
See Integrations for provider-specific guides and next setup steps.
4. Check that the data is in place
After synchronization is complete, confirm that the expected accounting data is present and that the team has access to the correct organization. The goal is to make the completed bookkeeping available for:
- control and error detection
- deviation review
- documented follow-up
- insight generation across roles
5. Align the working roles
Kogniflow works best when each stakeholder understands how they should use the same signal set:
- Finance teams review findings and resolve issues
- Auditors or control functions verify traceability and documentation
- Decision-makers use the resulting insight to prioritize action