Help Center

Quick answers to the most common questions.

Getting started

Upload your first statement and export to Excel in under a minute.

Supported formats

PDFs (text & scanned), images, screenshots, and CSVs from any bank.

Categorization

How AI category tags work and how to train custom rules.

GST & VAT reports

Generate tax-ready summaries from a single click.

Bulk processing

Upload up to 200 statements at once on Pro and Business.

Billing & plans

Upgrade, downgrade, and manage seats.

Still stuck? Contact support