Get Started
Oveview
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
Go to Get a Demo
Enter details
Full name
Company name
Work email address
Company Size
Message
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