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Help & Support Center

Find answers to your questions and get support when you need it

Getting Started

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  • Create your account and complete the onboarding process
  • Set up your profile and company information
  • Connect your payment methods (Stripe/PayPal)
  • Start tracking your finances and movements

Finances Management

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  • Add income and expense entries with categories
  • Filter and search through your financial movements
  • View financial data in organized tables
  • Delete income and expense entries

Invoice Management

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  • Create professional invoices with customizable templates
  • Upload and extract invoice data using AI
  • Generate PDF invoices for clients
  • View and manage your invoice history

Tax Management

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  • Track tax obligations and deadlines
  • Receive tax notifications and reminders
  • View tax compliance status
  • settings.Access_tax_related_documents_and_reports

Settings & Configuration

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  • Export your data and create backups
  • Manage your subscription and billing
  • Configure your account settings
  • Access help and support resources