> ## Documentation Index
> Fetch the complete documentation index at: https://test-docs.upayments.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get up and running with FinMI in under 5 minutes

# Quickstart Guide

## Step 1: Create Your Account

Sign up at [app.finmi.io/login](https://app.finmi.io/login) or ask your ISO admin to invite you.

After logging in, you'll see the main dashboard — it'll be empty until you connect your NMI gateway.

## Step 2: Add a Merchant

Navigate to **Merchants** in the sidebar and click **Add Merchant**.

The onboarding wizard guides you through:

1. **Connect Gateway** — Enter your NMI Private Security Key, Public/Tokenization Key, and gateway URL
2. **Business Details** — Pre-filled from your NMI profile (company name, email, address)
3. **Initial Sync** — Your transaction history begins syncing immediately

<Tip>
  Your gateway URL is the base domain of your NMI gateway, e.g. `https://secure.nmi.com` or `https://ecspayments.transactiongateway.com`. The system adds the API path automatically.
</Tip>

## Step 3: Wait for Sync

The background worker processes your transactions in batches. For a typical account with 5,000-10,000 transactions, the initial sync takes 5-10 minutes.

You can monitor progress on the **Merchants → \[Your Merchant] → Gateway & Sync** tab.

After sync completes:

* **Customers** are extracted from transaction email addresses
* **Subscriptions** are detected from recurring payment patterns (if enabled)
* **Dashboard** populates with revenue, transaction, and customer metrics

## Step 4: Explore the Dashboard

Your dashboard now shows:

* **Net Revenue** — Gross revenue minus refunds
* **Transaction metrics** — Volume, approval rate, average transaction value
* **Customer insights** — Total customers, new this period, repeat rate
* **MRR** — Monthly recurring revenue from detected subscriptions
* **Card brand breakdown** — Visa, Mastercard, Amex, Discover with debit/credit split
* **Merchant leaderboard** — If you have multiple merchants

## Step 5: Configure Settings

Head to **Settings** to:

* **Profile** — Update your name, phone, timezone, date format
* **Security** — Enable two-factor authentication
* **Notifications** — Configure email digests for synced data

## What's Next?

<CardGroup cols={2}>
  <Card title="Payment Pages" icon="file-invoice" href="/guides/payment-pages">
    Create branded checkout pages for collecting payments
  </Card>

  <Card title="Invoicing" icon="receipt" href="/guides/invoices">
    Send professional invoices with online payment
  </Card>

  <Card title="Reports" icon="chart-bar" href="/guides/reports">
    Generate executive PDF reports
  </Card>

  <Card title="Recovery & Fraud" icon="shield" href="/guides/recovery">
    Analyze decline patterns and identify fraud risk
  </Card>
</CardGroup>