---
title: "Build your track record"
description: "Go from a new account to a published report you can share with an investor or lender."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.sureshake.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Build your track record

Follow this path to set up your company, draft your first report from your books, and share it. Onboarding has four steps: **Profile**, **Company**, **Connect ledger** and **First report**.

Your progress saves as you go, so you can leave and come back to onboarding at any time.

> **Note**
>
> Nothing is published until you accept it. Drafts and generated reports stay
> private to your workspace until you publish or share them.

1. **Create your account**

   See [Create your account](/start/create-your-account/). If you arrived from a shared report or an invitation, you can open that first and start onboarding later.
2. **Tell us about you**

   Enter your **Full name**, **Work email** and **Role**, and choose your **Relationship to the company**: Founder, Finance lead, Employee, Advisor or Other. Choose **Continue**.

   Your account is yours, not your company's. You can operate one workspace and review another.
3. **Add your company**

   Fill in the six fields: **Legal company name**, **Website**, **Industry (SIC code)**, **Company size (employees)**, the headquarters location (**HQ city**, **State / region**, **Country**) and **Description**.

   Then choose **Accept and create company**. See [Set up your company](/founders/company-setup/) for the options on this screen.
4. **Connect your ledger**

   Choose **Connect accounting** to connect QuickBooks or NetSuite, so your first report is drafted from your books. While the first sync runs you'll see **Syncing your books**. It usually takes a few minutes, and you can leave the page.

   This step is optional. Choose **Skip for now** to report from uploaded statements and connect a ledger later.
5. **Start your first report**

   Choose **Start first report** to open Reporter, or **Choose report profile** to decide what the report covers first. Preparing a report takes about four minutes and it stays a draft until you publish it. See [Publish reports](/founders/reporting/).
6. **Publish and share**

   Review the report, publish it, then share it with the people who need it. Each share can be revoked. See [Share reports](/founders/sharing/).

Then repeat. A track record is the same reporting done period after period, with each report dated when you published it.

## If you don't have a company

Choose **I don't have a company** on the company step. You can still open reports shared with you and browse the directory, and you can add a company later from your dashboard.

## If your company is already in the directory

You can claim the existing profile instead of creating a new one. See [Claim your profile](/directory/claim-your-profile/).

If you start creating a company that looks like an existing one, you'll see a **Possible duplicate** notice. Continue if yours is a different business.

## What your company's on-chain identity shows

Your first publish requests an on-chain identity for your company, and the company signs its reports with it once it's registered. It shows which company published a report and when. It doesn't show that the figures are correct. If registration fails, the report still publishes. See [How proof works](/trust/how-proof-works/).

## If something goes wrong

| What you see                           | What to do                                                              |
| -------------------------------------- | ----------------------------------------------------------------------- |
| **We could not load your onboarding**  | Your progress is saved. Check your connection and choose **Try again**. |
| **Syncing your books** for a long time | Choose **Check again**, or **View connection** to see the connection.   |
| **Onboarding could not continue**      | Nothing was published. Choose **Try again**.                            |

## Where to go next

- **Share reports** — Control who can open a report and what they can do with it. See [Share
  reports](/founders/sharing/).
- **See who read your reports** — Check views, readers and time per page. See [the analytics
  guide](/founders/analytics/).
- **Reporting examples** — Follow a monthly reporting routine from start to finish. See [Reporting
  examples](/founders/reporting-examples/).
- **Publish your company** — Put your company in the public directory. See [Publish your
  company](/directory/publish-your-company/).

Source: https://docs.sureshake.com/founders/index.mdx