FAQ

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Browse our knowledge base, get step-by-step guides, or contact support. Whether you're just getting started or troubleshooting, we’re here to help.

Getting Started

Billing & Subscriptions

Features & Tools

Integrations

Security & Privacy

Getting Started

Everything you need to set up your account and start managing your finances with ease. From connecting your bank to customizing your dashboard, we’ll guide you step-by-step.

How do I create an account?

What should I do first after signing up?

How do I connect my bank or payment tools?

Can I import financial data from other tools?

How do I invite team members?

Is there a tutorial or onboarding guide?

Billing & Subscriptions

Everything you need to manage your plan, payments, invoices, and subscription settings. Whether you're upgrading, canceling, or just curious about how billing works, you'll find answers here.

How does the free trial work?

How do I upgrade or downgrade my plan?

What happens when my free trial ends?

Can I cancel my subscription at any time?

How do I access my invoices or receipts?

Is my payment information secure?

Features & Tools

Learn how to get the most out of your dashboard, reports, budgeting tools, and automation features. This section will guide you through everything from setting up smart workflows to understanding real-time insights.

What is the real-time dashboard and how does it work?

How do I create and manage a budget?

Can I automate invoices and payments?

What types of financial reports are available?

Is there a way to set financial goals?

How can I collaborate with my team?

Integrations

Connect your favorite tools and platforms in just a few clicks. From payment processors to accounting software, our integrations help keep your workflow smooth, synced, and effortless.

What tools can I integrate with the platform?

How do I set up an integration?

How often is data synced with my connected tools?

Can I disconnect or change an integration later?

Do you support custom integrations?

Are integrations secure?

Security & Privacy

Short Description: We take your security seriously. From data encryption to privacy controls, this section explains how we protect your financial information and keep your account safe.

How is my financial data protected?

Are you compliant with global data protection laws?

Do you store my bank login credentials?

Is two-factor authentication available?

Who has access to my financial data?

What should I do if I suspect suspicious activity?