How to use
Get productive on Cogrova in a day
A practical walkthrough for operators: claim your company URL on cogrova.com, invite the right people, file documents, and keep finance visible — without bouncing between drives and spreadsheets.
- 1
Create your workspace
Register with a work email and pick a short company slug. That becomes your private URL — the home for files, team access, and the overview dashboard.
Tip: use a slug your team will remember (e.g. your company brand).
- 2
Invite teammates with roles
Open Team & access and add accountants, lawyers, or partners. Use role templates or custom permissions so each person only sees what they need.
Tip: owners can reset passwords and sign in on behalf of members when helping someone get started.
- 3
Upload company files
Go to Files and drop invoices, statements, and contracts into month folders. Previews and search keep the library usable as it grows.
Tip: enable AI analysis in Settings if you want amounts and dates extracted automatically.
- 4
Review the Overview
Use the Overview dashboard for income, expenses, and company context. This is the shared picture leadership and advisors can open on the same URL.
Tip: set company registry (KRS) in Settings to power the company timeline.
- 5
Run finance ops (Professional)
On Professional, open Income & expense documents and Worker invoices for ledger rows and contractor submissions — without exporting everything to a separate tool.
Tip: compare Essentials vs Professional on the Compare page before upgrading.
- 6
Use Messages and Logs
Keep clarifications in Messages next to the work. Owners and admins can audit sign-ins and file activity in Logs when something needs a trail.
Tip: turn features on or off in Settings (for example Worker invoices) so the nav stays focused.
Quick tips
- Start with Files + Team even on Essentials — most companies need a shared library and clear seats first.
- Give advisors Viewer or template roles instead of sharing the owner password.
- Use Personal files for private owner documents that should not sit in the company library.
- If you are evaluating with a client, open the interactive demos before inviting them live.
Ready to try Cogrova?
Create a workspace or click through demos — then pick Essentials or Professional when you are ready to subscribe.