Help Center
How can we help you?
Browse by topic, search by keyword, or jump straight to the answers small business owners ask us most often.
Search is rolling out next week — for now, browse the categories below.
Browse by topic
Pick a category
112 articles across eight categories — written by the team that builds the product.
Getting started
Account setup, connecting your first bank, inviting teammates, and what each of the eight agents starts doing on day one.
12 articlesBank & connector links
Plaid setup, troubleshooting reconnects, supported institutions, and how read-only connections actually work.
18 articlesBookkeeping & reconciliation
Categorization rules, reconciliation flow, exception queues, splits, and how the AI proposes vs. how you approve.
22 articlesSales tax
Nexus tracking, AutoFile in all 50 states, marketplace facilitator rules, and how to read the live tax estimate.
14 articlesBilling & subscription
Plans, invoices, seat changes, downgrading, cancellation, and the 90-day read-only retention policy.
9 articlesSecurity & compliance
Encryption, audit logs, data export, SOC 2 status, DPA, and how to request a security review for your IT team.
11 articlesCPA portal & teams
Inviting your accountant, role permissions, review threads, and how the partner CPA Portal differs from owner access.
10 articlesAI agents & exceptions
How each agent decides, what lands in your review queue, confidence scores, and tuning the AI to your business.
16 articlesMost asked
Top articles this week
How do I connect my bank?
Three-step Plaid flow; read-only by default; takes ~2 minutes per account.
My CPA needs access — how do I invite them?
Free CPA Portal seat with read-only ledger + review threads. Invite from Settings → Team.
Why is a transaction in my review queue?
Anything the AI scored below the confidence threshold lands here. Your call confirms the categorization.
How do I export everything?
Settings → Export. CSV for transactions, PDF for statements, ZIP for the full year-end packet.
What does Sales-Tax AutoFile actually do?
Computes the return, files with the state, settles payment. You see the receipt; we keep the audit trail.
Still stuck? We answer fast.
Email support replies within one business hour during US business hours. CPA-portal issues and security questions get a dedicated queue.