Kolo

What organizations, accounts, cards and transactions are in Kolo, and where to start.

How Kolo Works

How Kolo reviews and approves your organization, and which approval path applies to you.

Get Access to Kolo

Create your Kolo login and your organization, then follow the next onboarding step.

Register Your Organization

How to complete Know Your Business (KYB) verification for your legal entity in Kolo.

Complete KYB for Your Legal Entity

A step-by-step checklist from an active organization to your first Ads Card.

Get Your First Card Ready

Definitions of the terms used in Kolo and throughout this Help Center.

Glossary

How to reach the Kolo team and what details to include so we can help faster.

Contact Kolo

Understand Kolo, set up your organization, and get your first Ads Card ready.

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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