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8 ARTICLES

Getting started

Sign up, connect your bank, and set up your chart of accounts.

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7 ARTICLES

Bank connections

Connecting, reconnecting, or removing accounts via Plaid.

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10 ARTICLES

AI & categorization

How the AI decides, how to correct it, and how learning works.

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7 ARTICLES

SMS assistant

The daily 6 PM text, commands, opt-outs, and Thursday reports.

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7 ARTICLES

Reports & taxes

P&L, cash flow, Schedule C, and year-end packets.

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7 ARTICLES

Billing & account

Plans, invoices, payment methods, and closing your account.

Most read

Top 8 articles this month

01
How do I connect my first bank account?
Getting started
02
The AI categorized something wrong. How do I fix it?
AI
03
What does a typical 6 PM message look like?
SMS
04
How do I export my data to QuickBooks or a CSV?
Reports
05
How do I turn off the daily 6 PM SMS?
SMS
06
Why did my bank get disconnected?
Banking
07
How does the AI learn from my corrections?
AI
08
How do I cancel my subscription?
Billing
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