Getting started

1.1 Signing in

The application is at https://app.tauraco.io/login. Three other doors exist: sign-up (/signup), password reset (/forgot), and accepting an institution invitation — the link received by e-mail, which works whether you are already signed in or not.

1. Open app.tauraco.io/login.
2. Enter the username and password for your personal account.
3. Submit. You land on the page that matches your role: an operator lands on the backoffice cockpit, an ERP profile on their company's dashboard, a bank account on its received files.

To return to this starting point at any time, click the Tauraco logo at the top left.

Resetting a forgotten password

1. On the sign-in screen, click « Mot de passe oublié » (Forgot password).
2. Enter the e-mail address tied to the account, then submit.
3. A message confirms the send — to never reveal whether an address exists or not, the confirmation always shows.
4. Open the link received by e-mail and choose a new password.

1.2 Finding your way

The screen reads in three bands.

1. The top bar — the side menu (☰), the logo, global search (shortcut Ctrl+K or ⌘K, or click), the ✨ AI Assistant — your data icon (natural-language questions about figures, Pro plan), the ? Help & support icon, the FR/EN language switcher, the light/dark theme toggle, and your profile.
2. The left rail — one monogram per module (ERP, Financing, Collateral, Third-party custody…). You only see the modules your roles open.
3. The side bar — the screens of the current module, grouped by domain in the ERP (Accounting, Sales, Inventory…), as a flat list elsewhere.

Depending on your situation, other elements also appear: the quota banner on screens that use documents (ERP, e-invoicing, pipeline, seller portal; Free plan: 50 documents per month, reset on the 1^st), the quick-actions bar on the ERP dashboard (01 Create an invoice · 02 Get paid · 03 Get financing), and the breadcrumb trail. A round button at the bottom right of the screen opens the Tauraco Assistant (§1.5).

Switching language

1. In the top bar, click the FR / EN switcher.
2. Choose the language. The entire interface switches immediately, without a page reload.

1.3 Banners worth knowing how to read

• Free plan — the month's document counter and the « Passer à Pro » (Upgrade to Pro) link. Screens reserved for the Pro plan (fixed assets, cash-flow forecast, French compliance, imports, matching, recurring invoices, generated reports, requêteur) show behind a gate that explains it, rather than simply disappearing. The accountant space, on the other hand, is free, and the Tauraco Assistant stays open for product help: only its answers about your data are part of the Pro plan (§1.5).

1.4 If a screen shows "Access denied"

Two possible causes, and the message clearly tells them apart:

• your platform role does not grant access to this screen — it is your organization's administrator who assigns roles;
• you have no space authorization in the Collateral, Bank financing, or Third-party custody modules — it is the institution (or the custodian) itself that assigns it.

Access instructions and useful contacts are in the annex.

1.5 Ask the Tauraco Assistant a question

The round button at the bottom right of the screen opens the Tauraco Assistant. It is open to every account, Free plan included, except the accounting-firm workspace, which does not have it. It answers in the language of the interface (FR or EN).

Two ways of answering

• Product help — for every account: where to find a screen, how to carry out a procedure, what each plan contains, what a message means. Its answers rely on the product description drawn from the built-in guide; when it does not know, it says so and points to the documentation.
• Answers about your data — Pro plan (the Pro and Enterprise plans and the trial period qualify), for accounts that have a data profile: the ERP roles and the historical seller and investor profiles. The assistant queries your company's data, read-only: sales and customers, unpaid and overdue invoices, supplier bills, cash and forecasts, financeable invoices, financing requests, offers received, disbursements and schedules. Under the answer, one line per piece of data consulted shows the tool, the number of rows read and the duration.

An account without a data profile (bank, custodian, operator, administrator) or a company without the Pro plan stays in product help: the assistant says which screen shows the requested information. When the Pro plan would change the answer, a discreet “Answers about your data: Pro plan” mention at the top of the bubble says so. The assistant never sees another company's data, and no question can widen what your role lets you read.

The ✨ “AI Assistant — your data” icon

The icon in the top bar opens the screen dedicated to figures: you pick a category then a question, or ask a free question at the bottom of the screen. It is part of the Pro plan; without it, the screen presents the plan. A role without a data profile finds an explanation there, and a pointer to the Tauraco Assistant bubble for usage questions.

Daily and length limits

Quotas and the budget reset at midnight UTC. When one of them is reached, the bubble says so, for example “Too many requests: you have reached the daily limit of 100 requests on this service. Try again tomorrow.” (the server's message, in French) or the company's daily budget message. An answer cut short by its length is flagged “Incomplete answer”; a timeout is reported as a technical problem (“I'm experiencing a technical issue…”); a question about your data that chains so many reads that it reaches the 85-second deadline stops on a partial answer (“I couldn't finish in the time allowed…”): in every case, try again or ask a narrower question. The conversation is not saved: it starts again from zero when you reload the page, change company or enter a demo view.

What the assistant does not do

• It does not act in the application: it does not create, change, validate or send anything. It explains how to do it.
• Its instructions forbid it from calculating, suggesting or comparing a rate, a fee or a margin, from ranking offers or banks, and from promising financing: Tauraco is not a lender, the decision belongs to the financial institution.
• It does not give precise legal or tax advice: for such a question, it points to a professional, for example the company's chartered accountant.
• It must never ask for a password, an API key or a verification code: do not type any, whatever it asks.
• It can be wrong: double-check important figures in the relevant screen.

Speaking to someone

When the assistant cannot answer, or when you ask, it points to the Help & support screen (? icon in the top bar), which gathers the guide, the documentation and the team's address ([email protected], to be written with your company and your role). The assistant's conversations are not kept: describe your request to the team rather than referring to the conversation. On the public tauraco.io site, the assistant Aïssa answers visitors about plans, the founders programme, tenders and sign-up; she has no access to any account and points to the contact form to speak to the team.