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.

Founding customer price

Our first 10 customers get about half off, as listed on the home page, in exchange for an honest review. You keep the price whatever your review says.