Help Center · Registration guide

How to register your business on Navigate

Five short steps, about ten minutes. Nothing is final: every answer can be changed later in Settings.

Have these ready

• The business's legal name, phone, email and address
• Its tax number (e.g. KRA PIN, TIN) and when its financial year starts
• The names of your branches or shops, if you have more than one
• Your own email and mobile number (you will be the administrator)
• An offer code, if someone gave you one

The five steps

1. 1

   About the business

   Who you are, so invoices and documents are right.

   • The business name as registered.
   • Your country (it sets your local currency) and industry.
   • The business email, phone and address.

   Use the legal name: it appears on every invoice. A trading name can be added later in Settings → Branding.

2. 2

   Money & tax

   Your currency, your tax number and your financial year.

   • Your company currency, or, if you report in another currency (e.g. a group in USD), a group currency and a local currency.
   • Your tax number (e.g. the KRA PIN in Kenya, the TIN in Uganda or Tanzania): it prints on invoices and tax returns.
   • When your financial year starts (most businesses: January).

   Other currencies you trade in (USD, EUR…) can be switched on any time later in Settings → Currencies.

3. 3

   Branches & warehouses

   Where you trade from and keep stock.

   • Your head office first, then each branch or shop.
   • A short code for each (e.g. HQ, NKR, ELD) and its town.
   • Each branch gets a warehouse for its stock; you can add more later.

   Only one location? Just keep the head office.

4. 4

   Your administrator account

   You, the owner, who can do everything and invite the team.

   • Your name, email and mobile number.
   • A password: at least 10 characters, with letters and numbers.

   Use an email you check: the confirmation link and invoices go there. Your team gets their own logins later (Users & access).

5. 5

   Choose a plan

   Starter, Business or Enterprise, and an offer code if you have one.

   • Pick the plan that fits (you can move up later without losing anything).
   • Have an offer code? Type it in and you will see what it gives you (e.g. "✓ 20% off for 3 months").
   • Accept the terms and click Submit registration.

   The plan can be changed later. An offer code is checked as you type; if it can't be used, the form says why.

After you submit

1. ✉

   Confirm your email (if asked)

   We may send a confirmation link to your email. Open it and your workspace opens straight away. Didn't get it? Check spam, or ask for it again on the page that follows.

2. 🔑

   Sign in

   Use your email and the password you chose, at Sign in.

3. ✓

   Follow the go-live checklist

   On the Dashboard, Go live shows what to set up next (company profile, bank and mobile money accounts, taxes, products, customers, your team) and how far you are.

4. ⏳

   Use Navigate free for 30 days

   No approval needed: you work in Navigate from the moment you register. When the free period ends, pay your plan's invoice by M-Pesa or bank to keep going. Need more time first? Ask for an extension in Settings → Subscription; the Navigate team approves extensions.

5. 

   Learn as you go with the Help Center

   Once you are signed in, the Help Center is at the top of the menu, just above the search. Search it, browse by module, or ask in your own words ("how do I create an invoice?", "how do I pay a supplier?") and it shows the steps, with a link to the page.

   Open Getting started in the Help Center → (you'll be asked to sign in)

Common questions