Your first session

Plan for some uninterrupted time, but you don't have to finish in one sitting. Your assessment saves as a draft, so you can stop and come back.

What to have ready

• The industry your business belongs to
• Basic facts such as your founding date, number of employees, revenue, and location
• Your business bank login, for when you're ready to connect it
• Any documents your platform asks for, such as licenses or tax returns

Step by step

1. Create your account. Use the sign-up link your platform gave you. See Signing in.
2. Select your industry. Your industry decides which questions you'll answer. You can change it later, but changing it starts a new assessment, and any draft answers won't carry over.
3. Complete the Full Assessment. Answer the questions step by step. You can open the assessment full screen to hide the menu.
4. Submit. Some answers are approved automatically. Others go to your platform's team for review.
5. See your results. Once your assessment is approved, your Dashboard shows your Cyphr score, and your action items appear.

Question types that surprise first-time users

Most questions are short answers, numbers, dates, or choices from a list. A few are different:

• File uploads, for documents such as licenses, tax returns, or insurance certificates
• Bank connection, which can appear inside the assessment itself. See Connecting your bank.
• Income statement review, where Cyphr AI builds a profit and loss from your bank data and asks you to confirm it

Related articles

• Understanding your Cyphr score
• Action items