DOCUMENTATION
Learn the
connected core.
Guides, references, and deep-dives for every module. Pick a section on the left, then click any article to read it inline.
GUIDED WALKTHROUGH
Set up DMI — watch how.
A live, click-by-click walkthrough of getting from sign-up to your first ledger entry. It plays itself — or step through it yourself.
app.dmi.marketingSTEP 01 / 05
GET STARTED
Create your workspace
WORK EMAIL
you@company.co.uk
Continue →
AUTO-PLAYING · 01/05
SET UP IN 5 STEPS
GETTING STARTED
From sign-up to your first live transaction.
1. Go to /get-started and enter your business email. 2. Choose your business type (retail, services, agency, or SaaS). 3. DMI pre-fills your chart of accounts, modules, and sample data. 4. Navigate to Cockpit — you'll see live KPIs from the sample data. 5. Open Finance → Chart of Accounts to see your GL structure. Total time: ~8 minutes.Try it in the dashboard
□ Create workspace and choose business type □ Invite team members (Settings → Team) □ Configure chart of accounts □ Add at least one product or service □ Create a contact (customer or supplier) □ Record your first sale or purchase order □ Review the resulting journal entries in Finance □ Check the Cockpit for live KPI updatesTry it in the dashboard
Retail: Inventory + Finance + CRM + Staff Services: Projects + Finance + CRM + Staff Agency: Projects + CRM + Finance SaaS: CRM + Finance + AI Insights + Projects Each preset loads the right chart of accounts for that business type, enables only the modules you need, and seeds sample data so you can explore immediately.Try it in the dashboard
WHAT'S NEXT
Full interactive docs
are on the way.
Full search, code examples, and an API playground. Register interest and we'll let you know the moment it ships.