Time needed
Most teams finish workspace setup in one sitting.
Who should do it
Someone who can install apps in Slack or Microsoft Teams.
What comes next
Connect Xero from the dashboard or the notification channel.
Account
Create your account and verify your email
Start with your practice or company name and work email. Practora sends a secure 6-digit code so you can verify the address and resume setup later with the same email.
Workspace
Connect Slack or Microsoft Teams
Choose the messaging platform your team already uses, then install Practora. If you are not the workspace admin, ask the admin to approve the install from the link shown during setup.
Channels
Choose invoice and notification channels
Select where your team will upload invoices and where Practora should send summaries, payment reminders, and accounting connection prompts.
Test
Run the setup test and finish
Practora checks the messaging connection and posts the accounting connection link to your notification channel. Connect Xero from that link or from the dashboard when you are ready.
Slack notes
- Install Practora from the onboarding screen.
- Invite Practora to the channel that will receive invoices.
- Use /invite @Practora if a channel is missing from setup.
Microsoft Teams notes
- Install Practora with a Microsoft workspace admin account.
- Add Practora to the team or channel you want to use.
- Refresh setup after the app has access to the channel.
Need a hand?
Get started free, or book a walkthrough.
You can start setup on your own and bring in a workspace or accounting admin when the connection step asks for it.