Support & Resources
Precise financial infrastructure requires expert answers. Search our documentation or browse categories below.
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schedule99.99% Uptime SLA
languageSOC2 Type II Compliant
account_balance Accounting
How do I customize the Chart of Accounts?expand_more
Navigate to Settings > Finance > COA. Here, you can define parent and child accounts using the standard GAAP or IFRS structure. Our system supports up to 10 nesting levels for complex enterprise reporting.
Can I export trial balance reports to Excel?expand_more
Yes, all reports, including Balance Sheets, P&L, and Trial Balances, can be exported as .xlsx, .csv, or .pdf formats. Premium users can also utilize our native API to pipe data directly into PowerBI or Tableau.
How does the strict ledger workflow operate?expand_more
Transactions are created as Drafts. Once reviewed and posted to the ledger, they become immutable. They cannot be directly modified. Any corrections require proper logging and audit trails through journal entries.
How do I track debts?expand_more
Use the dedicated Debt Ledger module. It allows precise tracking for all outstanding debts and liabilities separate from standard accounts payable.
security Security & Access
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Is Two-Factor Authentication required?
We enforce 2FA across all professional accounts via Authenticator apps (TOTP) or hardware keys (YubiKey).
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How is my data isolated?
Multi-tenant isolation ensures your financial data is cryptographically separated from other users at the database layer.
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How does KYC Management work?
We provide built-in KYC (Know Your Customer/Client) tracking for Members, Staff, and Businesses to ensure compliance and audit readiness.
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Is there a comprehensive audit log?
Yes, every action from logging in to creating a journal entry is permanently logged with IP, device information, and timestamps for enterprise compliance.
payments Pricing
What is the "Professional" limit?expand_more
The Professional plan allows for unlimited entities and up to 50 team members with granular RBAC permissions.
Is there a free tier?expand_more
Yes, our Free tier provides core accounting features perfectly suited for small personal use or single-entity startups.
Can I cancel my subscription at any time?expand_more
Absolutely. Subscriptions are billed monthly or annually, and you can cancel or downgrade your plan at any time without penalty.
smartphone Mobile App
Is there an offline mode?expand_more
Yes, the mobile app allows you to record transactions offline. Data will sync automatically once a secure connection is restored.
Can I scan receipts with the app?expand_more
Yes, the mobile app includes an AI-powered receipt scanner that automatically categorizes your expenses and attaches the image directly to the ledger entry.
Will I receive alerts on my phone?expand_more
Yes, you can configure push notifications for low balances, scheduled recurring rules, or when staff members post drafts to the ledger.
auto_graph Advanced Planning & Automation
Can I automate my expenses and income?expand_more
Yes, you can set up Recurring Rules to automate income, expenses, and inter-account transfers. The system includes advanced projection viewing to forecast future cash flows based on these rules.
How do I visualize upcoming milestones?expand_more
The Calendar Tracking feature provides a visual calendar view for tracking due dates, automated recurring rules execution, and critical financial milestones.
How do I get notified of critical events?expand_more
Configure automated email alerts and scheduled reporting in the Automation settings to keep track of budget limits, goal progress, and scheduled transactions.
account_balance_wallet Account & Asset Management
What types of financial accounts are supported?expand_more
You can track Cash, Bank accounts, Credit Cards, and Digital Wallets seamlessly under the Financial Accounts module.
How does Loan Accounts Management work?expand_more
It provides dedicated tools for tracking loan disbursements, amortizing loan schedules, and calculating principal vs. interest splits automatically.
Can I generate invoices?expand_more
Yes. The platform includes automated invoice generation, complete with tracking and status reporting linked directly to your receivables.
corporate_fare Multi-Tenant & Professional Tools
Switching between entities
Managing multiple tax entities or subsidiaries is seamless. Use the Switch Entity button in the sidebar to toggle between workspaces without logging out. Consolidation reports are available on the Professional plan.
Can I manage multiple companies from one login?expand_more
Yes, our Multi-Tenant Architecture allows a single accountant or user to seamlessly manage multiple companies. Each entity has entirely isolated accounts.
Can I mix personal and business books?expand_more
While you manage them from the same login, the data remains strictly partitioned. You can maintain your personal books separate from the various business entities you control.
analytics Comprehensive Reporting
What standard reports are available?expand_more
The platform offers standard to advanced scalable reporting including: Accounts Receivable (Who owes you), Accounts Payable (Who you owe), Inventory & Product tracking, Sales, Expenses, and Tax Management.
Is there a fast way to export data for tax season?expand_more
Yes, utilize the dedicated 'For My Accountant' export bundle, which packages all necessary ledgers, P&L, and compliance data into a single verified payload.
Still need assistance?
Our financial experts and technical support team are available for priority assistance.
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Live Support
Average response time: 4 minutes for Professional plan holders.
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Enterprise Demo
Scheduling a walkthrough for your multi-national accounting team.