Quickstart Guide

Get your team set up and processing their first expenses in under five minutes. Follow these steps to configure your workspace, invite users, and test the AI extraction engine.

Setup Journey

Create your Workspace

When you first sign up for Outlay, you are automatically prompted to create a Workspace. A Workspace is the central hub for your company's finances.

# Example API equivalent to creating a workspace curl -X POST https://api.outlay.site/v1/workspaces \ -H "Authorization: Bearer YOUR_API_KEY" \ -d '{"name": "Acme Corp", "currency": "INR"}'

Invite Team Members

Go to Settings > Workspace and enter the email addresses of your team members. You can assign them the role of Admin or Employee.

Billing limits

Employees will only be able to submit expenses up to the default workspace limit unless you configure their specific spend limits.

Submit your first receipt

The fastest way to test Outlay is to email a receipt. Check your profile settings for your unique inbound email address.

  • Find an old Uber or Swiggy receipt in your inbox.
  • Forward it to your unique @inbound.outlay.site address.
  • Wait 10 seconds, then check your Dashboard. The AI will have automatically parsed the PDF or HTML body and created an expense entry.

You're all set!

You have successfully configured your workspace and submitted your first expense. Explore the sidebar to learn about advanced features like Tally Export and Virtual Cards.

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