Help and support

Common questions

How do I export from QuickBooks or Xero on my phone?

See the steps on the Get started page, then attach the files to the email that opens.

Do I need to remove anything first?

Yes. Delete bank account and routing number columns before sending. We never need them.

An item on my review is wrong.

Every item is a review candidate, not a finding. Reply with the item number and what you found and we'll note it so it doesn't come back next month.

You flagged a bank change. What now?

Call the vendor on a phone number from your own records, not one from the email asking for the change, and confirm before paying.

How do I cancel?

Email us with "Cancel" in the subject. You won't be billed again.

Can I get my data deleted?

Yes. Email us and we'll delete your files and confirm in writing.

Refund policy

12-month review (one-time): full refund any time before we start. After delivery, if the review doesn't cover what the plan describes, we fix it or refund you.

Monthly watch: ask within 30 days of your first payment for a full refund. After that, cancel anytime by email and you won't be billed again; no partial-month refunds unless we failed to deliver.

To ask for a refund, email us with "Refund" in the subject. Refunds go back to the original card, usually within 5 to 10 business days of approval.

Reviews

After your first month we'll ask for an honest review. Whatever you write has no effect on your price or service.