Frequently Asked Questions
Find answers to common questions about our platform and services
How does the bank synchronization feature work?
Our system connects securely with your business bank accounts to import transaction data automatically.
Can I export reports for external use?
Yes, all generated reports can be exported in standard formats such as PDF and spreadsheet files.
What security measures protect my financial data?
We use modern encryption protocols and secure server infrastructure to safeguard your information.
How do I update my subscription plan?
You can change your service tier at any time through your account settings dashboard.
Are digital documents accepted for compliance?
Yes, all records stored within our platform meet standard retention and formatting requirements.
How can I contact technical support?
Support is available via email and chat during standard business hours for all active users.