> For the complete documentation index, see [llms.txt](https://help.ezofis.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.ezofis.com/how-to-signup-for-ap-agent.md).

# How to Signup for AP Agent

## Overview

Welcome to **AP Agent**!

Before you can start processing invoices, you need to create your account, configure your organization, and activate Accounts Payable (AP) Automation.

This guide will help you:

* Create your AP Agent account
* Configure your organization profile
* Connect your accounting software
* Select cloud storage
* Activate AP Automation

**Estimated setup time:** 10–15 minutes

## Before You Begin

Ensure you have the following:

* A valid email address
* Your organization's information
* Access to your accounting software (if required)

{% stepper %}
{% step %}

## Sign Up and Verify Your Email

Click **Sign Up** to create a new account. Enter your email address and click **Continue**.

<figure><img src="/files/oosWlRfmlVtKn9ErYfuf" alt=""><figcaption></figcaption></figure>

A **One-Time Password (OTP)** will be sent to your registered email address.

1. Open the email.
2. Copy the OTP.
3. Paste it into the verification screen.
4. Click **Verify**.

<figure><img src="/files/yFn6B5eT9b2F50wIHLIV" alt=""><figcaption></figcaption></figure>

**Note**

If you don't receive the OTP, check your Spam/Junk folder or click **Resend OTP**.
{% endstep %}

{% step %}

## Complete Your Account Setup

After verifying your email, enter your account information.

Fill in the following fields:

* Organization Name
* Password
* Confirm Password

Click **Create Account**.
{% endstep %}
{% endstepper %}

<figure><img src="/files/49vpuKr15WAz7BfCGhI2" alt=""><figcaption></figcaption></figure>

{% stepper %}
{% step %}

## Configure Profile and Business Details

Select your industry and automation experience level. Identify key business challenges by marking relevant checkboxes, then click **Let's Go** to proceed.

### What's your role?

Select the role that best describes your responsibilities within your organization.

This information helps AP Agent tailor the experience based on your job function.

<figure><img src="/files/dy60YEoCaW6xfqj3kX1C" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Which department do you work in?

Choose the department where you currently work.

This helps AP Agent understand how your team uses the platform.

<figure><img src="/files/Z5DsYfdbjswMr6tnP6Cr" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### How big is your company?

Select your organization's approximate size based on the number of employees.

This information helps optimize automation recommendations.

<figure><img src="/files/mtcFelTMhTt7n7KToKcH" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Which industry is your company in?

Select the industry that best matches your business.

This enables AP Agent to provide industry-specific automation insights.

<figure><img src="/files/DULI6L28VEr5iPsx2vK2" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### What's your automation experience?

Choose your current level of experience with business automation solutions.

Your selection helps AP Agent customize the onboarding process.

<figure><img src="/files/XcQ1xEkMbyS4rJYhIXHi" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### What are your business challenges?

Select the challenges your organization currently faces in managing Accounts Payable.

You can choose one or more options.

<figure><img src="/files/6YotuRC1Xy2vE5iF298f" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
After selecting the applicable options, click **Let's Go** to complete your business profile and continue to the **Accounts Payable Setup** page.

{% endstep %}

{% step %}

## **Tips and Best Practices**

* Use a strong, unique password for account security.
* Double-check your organization details for accuracy before continuing.

{% endstep %}

{% step %}

## Troubleshooting

{% endstep %}

{% step %}

<details>

<summary><strong>What if I don't receive the OTP?</strong></summary>

Check your Spam/Junk folder, or click **Resend OTP** on the verification screen.

</details>

<details>

<summary><strong>What if it says my email is already registered?</strong></summary>

Try signing in instead, or click **Forgot Password** to recover your existing account.

</details>
{% endstep %}

{% step %}

### **What's Next?**

Your account and profile are now set up. Continue to **How to Set Up Accounts Payable Automation** to configure invoice uploads, connect your accounting software, choose cloud storage, and activate AP Automation.

{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.ezofis.com/how-to-signup-for-ap-agent.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.