Create your account, add entities, upload your first bank statement, and get oriented.
How to connect your bank via Plaid, upload statements (PDF, CSV), supported banks, and troubleshooting.
How the AI classifier works, custom rules, accuracy improvements, and manual overrides.
P&L reports, balance sheets, charts, CPA export, and IRS forms PDF generation.
Quarterly estimates, tax calendar, depreciation tracking, and deduction optimization.
Subscription management, plan upgrades, invoices, cancellation, and payment methods.
Our support team is here to help. We typically respond within 24 hours.
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