Support
How can we help?
Common questions below. Anything else, send us a message.
How far back does bank history go once I connect an account?
Up to 24 months for institutions that support it -- some banks provide less depending on what they expose. If you need more history on an account connected before this was available, disconnect and reconnect that bank from the Banking page.
How does automatic categorization work?
Three layers: rules learned from your own past corrections, a large built-in keyword library, and an optional AI pass for anything left over. Learned rules are visible and removable under Settings → Bank rules.
Can I run more than one business from one account?
Yes -- switch businesses from the dropdown in the sidebar, or create a new one from the same menu. If a bank card is genuinely shared between two of your businesses, turn on "Shared cards across businesses" in Settings to assign individual charges to the right one.
I forgot my password -- what do I do?
Use "Forgot password?" on the sign-in page. You'll get an email with a link that expires in an hour.
Can I export my data?
Yes. CSV export is available on Banking, Invoices, Bills, Customers, Vendors, Expenses, and most reports (P&L, Balance Sheet, Trial Balance, AR/AP aging).
Is my bank connection secure?
Bank connections go through Plaid -- your banking credentials are never seen or stored by us. Access tokens are encrypted at rest.