> ## Documentation Index
> Fetch the complete documentation index at: https://entendre.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up Entendre

> Choose how to connect and retrieve your first records.

Complete your account setup in the dashboard first: default accounting accounts, sync settings and any historical migration. Select any provider accounts that need authorization there.

1. **Authenticate.** Create an API key in **Settings → API**.
2. **Connect a provider.** [Create a connection](/docs/api-reference/integrations/connections/connect-provider), complete its authorization steps, and [check its status](/docs/api-reference/integrations/connections/list-connections).
3. **Import transactions.** [Find the source](/docs/api-reference/core/sources/list-sources) and [start an import](/docs/api-reference/core/sources/import-transactions-from-source). No operation reports the import progress.
4. **Classify transactions.** [Start classification](/docs/api-reference/accounting/classification/classify-transactions) and [check the results](/docs/api-reference/accounting/classification/get-classification). Eligible entries are posted in the same job. Review unresolved items in the dashboard.
5. **Check the books.** Retrieve a [trial balance](/docs/api-reference/reporting/trial-balance/get-trial-balance) for the legal entity and reporting period.

When an agent run needs human review, open its `review.review_url` in the dashboard. Check the run again after the reviewer completes the decision.
