How to use PayinGlobal
Follow our step-by-step demo videos, jump directly to chapters using interactive timestamps, and discover everything you can accomplish.
Platform Walkthrough: Core Workspace & Tools
PayinGlobal Workspace Walkthrough: Invoices, Expenses, Budgets & Bank Statement Converter
See how to create professional invoices, track expenses, set budgets, and convert bank statements in PayinGlobal, all from one workspace.
In this walkthrough:
- Invoice templates and the Monthly Budget template, added to your workspace with a customizable dashboard
- Client directory with country and billing details
- Multi-currency invoices (EUR to USD) with custom tax rates (US Sales at 7.25%)
- Corporate invoice template, generated in one click
- Invoices, Transactions, and Analytics tabs for full visibility
- Expense tracking: add and categorize business spend
- Custom budgets with presets (SaaS & Tools, Contractor Wages, Client Meals) and monthly or yearly renewal
- Calculators Toolkit, including the 401(k) Calculator
- Statement Converter: turn a bank statement into structured data
Premium Free Trial: Setup in Under 5 Minutes
PayinGlobal Premium Free Trial: Sign Up & Set Up Your Workspace in Under 5 Minutes
Want to try PayinGlobal Premium? This step-by-step guide walks you through the full signup, from the start-trial button to a workspace loaded with templates and widgets.
In this walkthrough:
- Start the trial and begin onboarding
- Personalize your workspace with your financial goals, habits, and savings targets
- Pick premium dashboards like portfolio allocation and net worth tracking
- Review tools and trial value before confirming your plan
- Create your account
- Enter billing details for checkout
- Pay with your preferred method (UPI shown) and verify your upgrade
- Load templates like a cash flow forecast and add your own widgets
Get started in 4 simple steps
From sign-up to daily financial productivity in under 5 minutes.
Create your free account
Sign up in 30 seconds — no credit card needed. Instantly access your personal dashboard with all tools ready to use.
Personalize financial goals
Configure your savings habits, choose your primary currency, and pick premium dashboards like net worth and cash flow.
Generate invoices & track spend
Create multi-currency invoices, log categorized expenses, and set budgets with pre-configured operational presets.
Convert statements & calculate
Convert PDF/CSV bank statements into clean records and access 25+ calculators for margins, loans, and tax planning.
Explore every financial tool
Direct access to the core features highlighted in the walkthrough videos.
Financial Templates
1,000+ premium templates for invoices, reports, budgets, and cash flow models.
Launch toolBank Statement Converter
Convert PDF and CSV statements from any bank into clean, structured data.
Launch toolInvoicing & Clients
Professional multi-currency invoices, tax rates, and client directory management.
Launch toolSpend Management
Log receipts, categorize business expenditures, and track budgets in real time.
Launch toolFinancial Calculators
25+ free calculators including 401(k), margins, taxes, loans, and exchange rates.
Launch toolSet up your financial workspace today.
No credit card required to start. Access all tools and templates in under 5 minutes.