Help centre

Step-by-step guides to setting up Nella and getting answers from your numbers.

Short, practical guides to getting set up and getting answers from Nella, whether you use the portal, ChatGPT or Claude. Each one covers a single task, step by step.

Connect your accounting software

Connect Xero, QuickBooks, Sage or FreeAgent in about two minutes, choose the right business, and reconnect if the link breaks.

Use Nella in ChatGPT

Add the Nella app to ChatGPT, sign in, and ask about your numbers in plain English.

Use Nella in Claude

Add Nella as a connector in Claude, sign in, and ask about your numbers in plain English.

Your Nella library

Where your management accounts and documents live, how to add your own, and how to open them in Claude.

Monthly management accounts

What's in your monthly pack, when it arrives, and where to find it.

Tasks and alerts

The summaries and alerts Nella sends you, and how to change when and whether they run.

Your Nella Score

What your score out of 100 measures, what the bands mean, and why it can change.

Your data and disconnecting

What Nella keeps, how to disconnect your accounting software or AI apps, and how to delete your data.

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