How to Sign Up for Tabby

Getting started takes less than two minutes.

Steps

1. Go to usetabby.com and click Sign Up.
2. Enter your email address and create a password (or sign up with Google).
3. Confirm your email using the verification link we send you.
4. Enter your business name and select your entity type.
5. You'll land directly on your Tabby Dashboard — ready to connect your bank.

Need Help?
If you didn't receive a verification email, check your spam folder or contact support@usetabby.com.

Quick Start Guide: From Sign-Up to Your First Report

This is the fastest path to a working set of books in Tabby.

Step 1 — Create your account
Sign up and verify your email.

Step 2 — Connect your bank account
Go to Bank Connections in the sidebar and link your business checking or credit card account through Plaid.

Step 3 — Let Tabby categorize your transactions
Within a few minutes, Tabby's AI will pull in your recent transactions and automatically assign categories.

Step 4 — Review flagged items
Open the Review tab to confirm or correct any transaction Tabby wasn't fully confident about.

Step 5 — Run your first report
Head to Reports and generate a Profit & Loss report to see your numbers instantly.

Need Help?
Stuck on any step? Message us directly from the Tabby AI chat or email support@usetabby.com.

Updated on: 03/10/2026