Getting started
How to set up your company in 10 minutes
Quick checklist to get Kontafico ready: organization, chart of accounts, evidence, and users.
Step 1: Organization details
Go to Settings → Organization and complete the legal name, trade name, tax ID, official email, and phone number.
Confirm with your accountant that the economic activity matches the activity used in your records.
- •Legal name and trade name
- •Tax ID and tax ID type
- •Official email for notifications
Step 2: Try real evidence
Upload a readable receipt image or PDF and compare the draft with the original document.
The current offer does not require a .p12 certificate because Kontafico does not sign or submit documents to DGT.
Step 3: Chart of accounts and cost centers
Kontafico includes an IFRS chart of accounts for Costa Rica. You can customize it in Accounting → Chart of accounts.
Create cost centers to separate expenses by branch, project, or area.
Step 4: Users and permissions
Invite your accountant and team in Settings → Users. Assign roles based on responsibilities.
Recommended: owner (management), accountant, staff (operations).
Step 5: Save your first draft
Go to Invoicing, create a commercial draft, and review the client, products, and payment method. Issue the official document with your fiscal provider.