> ## Documentation Index
> Fetch the complete documentation index at: https://docs.renesis.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get your Renesis org set up, connect CEX/DEX, and understand ledger timelines

## Overview

This quickstart walks you through: getting an invite code, completing the onboarding wizard, adding accounts, connecting CEX/DEX, and what to expect as ledgers build and aggregate.

### 1) Get an invite code

<AccordionGroup>
  <Accordion icon="key" title="Request access">
    * Ask your Renesis account manager or email <a href="mailto:info@renesis.fi">[info@renesis.fi](mailto:info@renesis.fi)</a> for an invite code.
    * You’ll receive a one‑time code that grants access to your organization space.
  </Accordion>

  <Accordion icon="right-to-bracket" title="Redeem your invite">
    * Go to <a href="https://terminal.renesis.fi" target="_blank">terminal.renesis.fi</a> and select “Redeem invite”.
    * Enter your invite code, set your admin user, and create your organization.
  </Accordion>
</AccordionGroup>

### 2) Complete the onboarding wizard

<AccordionGroup>
  <Accordion icon="user-shield" title="Organization profile">
    * Set the legal entity name, base currency, and reporting timezone.
    * Add additional admins if needed (you can invite more later).
  </Accordion>

  <Accordion icon="building-columns" title="Compliance & security preferences">
    * Configure MFA requirements and session timeouts.
    * Review data retention and export preferences.
  </Accordion>
</AccordionGroup>

### 3) Add accounts and connect venues

<AccordionGroup>
  <Accordion icon="building" title="Add exchange accounts (CEX)">
    * Choose an exchange and provide API key + secret (withdrawal permissions should remain disabled; read/trade as required).
    * Scope keys to the minimum needed. We validate permissions before saving.
  </Accordion>

  <Accordion icon="wallet" title="Connect wallets (DEX)">
    * Connect via your preferred signer. We index on‑chain transfers, swaps, LP adds/removes, and gas fees.
    * For large histories, initial indexing can take time.
  </Accordion>

  <Accordion icon="money-bill-transfer" title="Optional: Banks & custodians">
    * Connect fiat accounts and custodians to reconcile deposits, withdrawals, and fees.
  </Accordion>
</AccordionGroup>

### 4) How ledgers are built and aggregated

<Callout type="info" icon="list-check">
  Each connected account generates its own ledger, normalized across venues (trades, transfers, fees, funding, corporate actions). These account‑level ledgers then aggregate into org‑wide positions, balances, and PnL.
</Callout>

* Initial backfill time: minutes to hours depending on exchange rate limits, account history, and chain indexing.
* During backfill, numbers may look incomplete or temporarily inconsistent across pages.
* Aggregation runs continuously; finalized organization views appear when all sources finish their first pass.

<Callout type="success" icon="clock">
  Tip: If you’ve just connected multiple venues, keep the dashboard open. We’ll notify you when aggregation completes.
</Callout>

### 5) Validate and invite your team

* Check Positions, Balances, and Recent Activity across venues.
* Invite operations, compliance, and PM users with least‑privilege roles.

## Trading and APIs

<Callout type="warning" icon="headset">
  Trading automation and programmatic access are bespoke per client. Public API docs are intentionally limited.
</Callout>

* To enable trading or request API access, please contact sales at <a href="mailto:info@renesis.fi">[info@renesis.fi](mailto:info@renesis.fi)</a>.
* We’ll scope your requirements and provision a tailored setup with client‑specific documentation.