tario.
Documentation

How to do everything in Tario.

Concrete steps per module, with the buttons as they appear in the app, common errors, and direct links to each screen. For developers, the API reference.

Modules

5 topicsGetting started
  • Set up your company for the first time
  • Reading the dashboard
  • Moving around Tario: menu, search and assistant
10 topicsSales
  • Create and issue an electronic invoice or ticket
  • Invoice statuses: Hacienda and payment
  • Recording invoice payments and payment receipts (REP)
6 topicsPurchases
  • Receive and answer supplier documents
  • Record and track bills (purchase invoices)
  • Record payments to vendors
4 topicsBanking
  • Manual bank and cash accounts
  • Import bank statements
  • Reconcile bank movements with invoices and bills
7 topicsAccounting
  • Chart of accounts: system accounts, sub-accounts and archiving
  • Transactions: income, expenses and transfers without a document
  • Manual journal entries and the Journal Book
6 topicsInventory
  • Items and catalogs: creating, tracking stock and reading the kardex
  • Locations, location types and statuses
  • Movements: receipts, issues, transfers and adjustments
6 topicsHacienda
  • Connecting the company to Hacienda
  • Test and production environments
  • Why Hacienda rejects a document and how to fix it
3 topicsOrganization
  • Contracts with clients and vendors: billing by period and renewals
  • Employees and departments
  • Media: library, folders, attachments and AI search
4 topicsTario AI
  • Using Tario AI: ask, draft, approve and get help
  • AI automations and insights
  • AI credits: usage, packages and balance
5 topicsImports
  • Importing data from Excel or CSV
  • Importing invoices issued in another system
  • Import clients or vendors from Alegra or another system
2 topicsPlan & billing
  • Plans, limits and changing plan
  • Tario POS: turning it on, setting it up and selling
6 topicsSettings
  • Company details and deleting the company
  • Currencies and exchange rates
  • Document format: color, font and style
3 topicsAPI & integrations
  • Creating and revoking API tokens
  • What you can do with the API, webhooks and the MCP server
  • Creating webhooks and verifying deliveries
APIAPI referenceREST API with Sanctum tokens or OAuth 2.1, signed webhooks, and an MCP server for AI assistants. OpenAPI 3.1 specification.See the API reference