Create your account and start the trial
The sign-up form asks for a company name as well as your own, because the very first account has to create the organization your colleagues will later join.
- A walkthrough video, then the seven steps
- What the trial actually gives you
- Why the password errors arrive one at a time
- Why somebody who was invited must not use this form
01 · Video
Feature walkthrough
02 · Why
Why does it ask for a company name?
Merchaint is shared software: your colleagues will join the same organization and see the same data. So the very first account has to create that organization, which is why the sign-up form asks for a company name as well as your own. See Organizations and workspaces.
03 · How
Sign up
- Go to the Merchaint sign-in page and choose Start free trial.
- Fill in your first and last name.
- Use your work email. This is the address your colleagues will invite and mention, and you cannot change it yourself later.
- Enter your Organization name — your company name. This becomes the organization you own.
- Choose a password. It needs at least 8 characters, with an uppercase letter, a lowercase letter and a number.
- Tick to accept the Terms of Service and Privacy Policy.
- Press
Start free trial.
You can use Continue with Google instead, which skips the password.
04 · Expected result
You see Check your email: Merchaint has sent a verification link to the address you used. Open the link, then sign in. If the email does not arrive, press Send again (once a minute), and check your spam folder.
After you sign in you are taken to a screen asking you to choose an organization and workspace. Yours will have one organization — the one you just named — and you can start straight away. Signing up with Continue with Google, or through an invitation link, needs no verification email.
The trial gives you full access to every feature for 7 days, and lets you process up to 100 documents.
05 · Troubleshooting
Nothing happens when I press the button, and no error appears
Errors only show after you press it, and they appear under each field. Scroll up — the first problem is usually a blank name or the unticked terms box.
It says my email is invalid and it is not
The field wants a full address including the domain.
06 · Notes
No credit card is needed to start
And nothing is charged when the trial ends.
Your organization name can be changed later
In Settings — see Organization details. Your email address cannot; see Your profile.
07 · FAQ
Common questions
Yes. It creates the account and organization the same way, without a password.
Your organization stays. To keep processing documents you set up billing — see Billing and your plan.
No. Use the link in the invitation email instead, or you will create a second organization of your own.