Tools are guided jobs with an end. Not screens you visit regularly — screens you work through once, finish, and mostly do not come back to.
They exist because a handful of tidying tasks make everything else in the platform accurate, and none of them are interesting enough to do without being walked through.
What is here
Chart of Accounts Setup — get the categories right, which every report depends on.
Uncategorised Transactions — sort the spending that has no category, in bulk rather than one at a time.
COA Cleanup — retire the accounts you are not using.
Invoicing Setup — payments, sender address, reminder wording and schedule.
Job Management — jobs, profitability and invoicing, covered in jobs.
The order worth doing them in
Chart of accounts first, then uncategorised transactions, then cleanup.
That order is not arbitrary. Categorising transactions into a chart of accounts you have not fixed means doing the work twice, and retiring unused accounts before categorising will retire ones you were about to need.
Invoicing setup is independent and can be done any time — earlier is better, because it starts recovering money immediately.
Why they are worth an hour
Every figure in Accounting inherits the quality of these three. A profit and loss built on a chart of accounts nobody reviewed is arithmetically correct and practically useless: the totals are right and the breakdown does not tell you anything you can act on.
An hour here is the difference between reports you read and reports you glance at.
