Overview

Set up your Arbo account and begin managing financial planning, budgeting, reporting, and analytics all in one place.

💡 New to FP&A?
Start with our Guide to go from sign-up to insights in minutes.

Create Your Account

1. Go to Get a Demo

2. Enter details

   • Full name

   • Company name

   • Work email address

   • Company Size

   • Message

3. Our team will contact you

Complete Onboarding

Once your email is verified, personalize your workspace:

• Theme color – Match your workspace with your brand identity

• Financial persona – Choose your role: CFO, Controller, Analyst, etc.

• Company name – Displayed on dashboards and reports

• Primary entity – Define your main business unit

• Industry – Get tailored insights and templates

• Team size – Helps optimize your workspace performance

• Company logo (optional) – Personalize reports with your brand

• Modules – Select budgeting, forecasting, scenario planning, etc.

• Subscription plan – Pick the right tier for your needs

• Billing info – Add payment method to activate your plan

✅ You’re in! You’ll be redirected to your dashboard.

Sign In to Your Account

Already have an account?
Go to Login and enter your credentials.

• Use SSO (Google, Microsoft) if enabled

• Forgot your password? Reset it here

• Need help? Contact support

Developer & Admin Next Steps

• Set up your workspace – Connect ERP, CRM, or accounting platforms

• User roles & permissions – Control access for each team member

• Connect data sources – Import from Excel, Sheets, NetSuite, QuickBooks, and more