Guides
Step-by-step walkthroughs for the most common workflows in Accordio.
Getting set up
Profile, bank details, and Plaid connection
Contract to payment
The complete project flow
Quick invoice
Send an invoice and get paid fast
Winning proposal
Create proposals that close deals
Guide: Getting set up
Three short steps before you send your first contract.
1. Complete your profile
Your business details appear on every contract and invoice.
1
Add your business details
Go to Settings → Profile. Add business name, address, and contact info.
2
Upload your logo
Add a logo to brand contracts, invoices, and emails. A square PNG or SVG works best.
3
Pick a portal slug
Choose a custom URL for your client portal (e.g.
accordio.ai/portal/your-name). Keep it short.2. Add your bank details
Used on every client invoice's public pay page.
1
Open Settings → Payments
Select your region (US, EU, UK). Accordio shows the right fields for your country.
2
Enter your details
US: routing + account number. EU: IBAN + BIC. UK: sort code + account number.
3
Save
Bank details now appear on every invoice you send. You can update them anytime.
3. Connect Plaid for auto-reconciliation
Optional but recommended. Matches incoming payments to your open invoices.
1
Open Settings → Payments → Connect bank
Choose your bank from the Plaid list (10,000+ supported globally).
2
Log in through Plaid
Plaid handles the bank login in a secure window. Accordio never sees your bank credentials.
3
Pick the account that receives client payments
Done. From now on, deposits match to open invoices automatically.
You're set
Profile complete, bank details on file, Plaid connected. You're ready to send your first contract.
Guide: Contract to payment
The complete workflow from drafting a contract to getting paid and reconciled.
Draft and send a contract
1
Ask the AI agent or start from a template
Click New contract, or just ask the agent: "create a contract for ABC Corp, $5k fixed-price, 4 weeks, web design."
2
Pick engagement shape and jurisdiction
Fixed price, hourly, retainer, milestone, or hybrid. Choose your jurisdiction (US, UK, EU, AU, CA) so clauses match your local rules.
3
Review the risk score and missing clauses
A quality judge runs on every generation and flags missing clauses. Click repair to fix in one shot.
4
Send for signature
Email your client a link to review and sign. Add a custom message if you want.
Client reviews and signs
1
Client opens the email
A clean, branded email with a "View contract" button.
2
Client reads and asks questions
An embedded AI assistant on their side explains clauses in plain language. They never have to wait for you to be online.
3
Client signs
Type or draw a signature. ESIGN Act + eIDAS compliant with full audit trail.
4
You get notified
You get an email when signed. Both parties get a PDF copy.
Get paid and reconcile
1
Generate the invoice
From the signed contract or milestone, click Create invoice. Bank details print automatically.
2
Client transfers payment
Money goes directly from their bank to yours. Accordio takes 0%.
3
Plaid matches the deposit
The webhook fires, Accordio matches the deposit against the open invoice, and the invoice flips to Paid automatically.
Optional milestone billing
For fixed-price projects, break the work into milestones and bill per milestone. The agent generates each invoice from the contract on a schedule you set.
Guide: Quick invoice
Send a standalone invoice for one-off work or services outside a contract.
Create and send invoice
1
New invoice
Go to Invoices and click New invoice. Or ask the agent: "invoice Jane Doe $1,200 for the website refresh, due in 14 days."
2
Select or add client
Choose an existing client or add a new one inline.
3
Add line items
Each item has a description, quantity, and rate. Totals calculate automatically.
4
Set due date
Common options: upon receipt, Net 15, or Net 30.
5
Send
Client gets an email with a "View invoice" button and your bank details for transfer.
Client pays, Plaid matches
1
Client transfers
Bank-to-bank transfer using the details on the pay page.
2
Deposit lands
Plaid pings Accordio with the deposit details.
3
Invoice marked paid
High-confidence match → instant paid. Ambiguous → confirm with one click from your inbox.
Guide: Creating a winning proposal
Stand out from competitors with a polished proposal that closes deals.
Build your proposal
1
Frame the problem
Start by stating the problem you're solving. Show you understand their challenge.
2
Present your solution
Explain your approach and why it's the right fit. Include relevant experience or case studies.
3
Detail the scope
Be specific about deliverables. Use bullets. Include what's not included to prevent scope creep.
4
Offer pricing options
Use the pricing table to present 2-3 packages. Most clients pick the middle one.
5
Add a timeline
The timeline block visualizes phases. Builds confidence in your process.
Send and follow up
1
Send with a personal message
Mention limited availability or a window for response to create urgency.
2
Track engagement
See when the client views your proposal. The agent can nudge follow-ups for you on a schedule.
3
Convert to contract
When accepted, click Convert to contract. Carries over scope, pricing, and timeline.
More guides coming
We're adding more guides regularly. Have a workflow you'd like documented? Email us at hi@accordio.ai.
Use your preferred LLM
Open these docs in ChatGPT, Claude, Gemini, Grok, or Perplexity.
Opens your LLM with this page prefilled as a prompt. The prompt is also copied to your clipboard as a fallback.