One of the most common questions new users ask is how quickly they can get started with Orkely. The short answer is: immediately. Orkely is a fully managed cloud platform — there is nothing to install, no server to configure, and no technical setup required.
This guide walks through everything you need to do after creating your account, from initial setup to inviting your team and running your first project.
1. Create your account and company
Head to the registration page, enter your name, email, company name, and choose a password. That is it. Your account is created instantly — 100% free with no credit card required.
Once you register, a company workspace is created automatically. You are the admin, and you can start configuring everything from the settings panel.
2. Set up your company profile
After logging in, go to Settings → Company Settings. This is where you configure your company name, logo, branding colors, contact information, and default invoice terms. Getting this right from the start ensures everything you create — invoices, client communications, reports — reflects your brand.
You can also configure email settings here, so that invoices and notifications are sent from your own email address.
3. Configure custom branding
Go to Settings → Invoice Template to customize how your branded PDFs look, selecting themes, colors, and layout configurations. Since Orkely is 100% free, you do not need to link any payment methods.
If you have questions about pricing, the pricing page has all the details. There are no per-user fees, no hidden costs, and no limits.
4. Create your first client and project
Once your workspace is set up, start by adding your first client from the Clients section. Then create a project under that client. Orkely links clients, projects, tasks, invoices, and files together — so a project automatically connects to its client, and invoices can be generated directly from project work.
This structured approach eliminates the spreadsheet chaos many teams deal with. If that sounds familiar, read the signs your business has outgrown spreadsheets.
5. Invite your team
Orkely includes unlimited users at no extra cost. Go to the team management section in Settings and invite your colleagues by email. You can assign different roles — admin, manager, or staff — to control what each person can access.
There are no per-seat fees, so you can invite your entire team without worrying about the bill growing.
6. Start invoicing and tracking finances
With your clients, projects, and team in place, you can start creating invoices directly from the Invoices section. Invoices can be linked to projects, sent to clients, and exported as PDF. The Finance section tracks both income and expenses, giving you a clear picture of your business finances in one place.
Every feature is available from day one. There are no locked features, no upgrade prompts, no tiered plans.