---
title: Set Up Your Company in the First Hour
description: "### Overview This guide takes you from a new account to a complete company profile, a product catalog and your team on board. With your documents at hand, it takes about an hour, and AI does most of the typing.…"
url: "https://scopematch.com/docs/set-up-your-company/"
updated: "2026-11-05"
category: Guides
---

# Set Up Your Company in the First Hour

### Overview

This guide takes you from a new account to a complete company profile, a product catalog and your team on board. With your documents at hand, it takes about an hour, and AI does most of the typing.

A complete profile makes your company easier to find in search and gives the rest of ScopeMatch, from supply lists to Network Analysis, accurate data to work with.

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### Before You Start

- A brochure or company presentation as a PDF, or your company website address.
- Your product catalog as a PDF, Excel or CSV file.
- Certificates, insurance certificates and audit reports you want to show on your profile.
- The email addresses of colleagues you want to invite.

---

### Steps

#### Step 1: Create your account and company

Sign up at app.scopematch.com, verify your email and accept the Terms of Service. ScopeMatch then looks for your company: claim it if it is listed and unclaimed, ask to join if a colleague already claimed it, or create a new company.

*Learn more: [Onboarding](https://scopematch.com/docs/onboarding/)*

#### Step 2: Choose how to start

Pick a paid plan, start the 7-day demo workspace to try the paid features with sample data, or continue on Free with your own data. You can upgrade at any time.

*Learn more: [7-Day Demo Workspace](https://scopematch.com/docs/demo-workspace/), [Tiers and Features](https://scopematch.com/docs/tiers-features/)*

#### Step 3: Fill your profile with AI

On your company profile, select **Fill profile with AI** and upload your brochure or enter your website address. Review each fact AI found, then add it to your profile.

Then complete what is still missing, starting with locations, contacts, certifications and company values.

*Learn more: [AI Catalog Parsing](https://scopematch.com/docs/ai-catalog-parsing/), [Company Profile](https://scopematch.com/docs/company-profile/)*

#### Step 4: Add your products

- **Products you sell** go in your Product Catalog. Use **Import with AI** to read your catalog file, **Bulk Upload** for a CSV or Excel file, or add products one by one.
- **Products you buy** go in your Product Directory, added the same way.

*Learn more: [Product Catalog](https://scopematch.com/docs/product-catalog/), [Product Directory](https://scopematch.com/docs/product-directory/)*

#### Step 5: Upload your documents

Add certificates, insurance certificates and audits to your profile so partners can see them. Free includes 5 profile documents, Basic 20, Pro 50 and Premium unlimited.

#### Step 6: Invite your team

In Settings, invite your colleagues by email. Free includes 1 user, Basic 4, Pro 10 and Premium unlimited.

#### Step 7: Check your Home Dashboard

Open the Home Dashboard and look at **Profile Strength**. It shows how complete your profile is and what to fill in next.

*Learn more: [Home Dashboard](https://scopematch.com/docs/home-dashboard/)*

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### Tips

- Start with AI, then edit: reviewing is faster than typing.
- Add every operating location; supply lists and maps use them to validate where you ship from.
- Keep certificates current so partners always see valid documents.

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### What's Next

- [Map Your Supply Chain](https://scopematch.com/docs/map-your-supply-chain/): turn your vendor data into a supply list and see your risks.
- [Search Request](https://scopematch.com/docs/search-request/): find new suppliers or customers.

Need help? Contact us at [helprequest@scopematch.com](mailto:helprequest@scopematch.com).