Frequently Asked Questions

Find quick answers to common questions about getting started with , managing your account, exploring features, and understanding our security practices.

Support

Need help using our platform? Our team, docs, and community are ready to assist.

Account

Everything related to creating, managing, and securing your account.

Features

Discover what our platform can do and learn how to tailor it to your workflow.

Security

We take security seriously. These FAQs explain how we keep your data safe.

Other

Pricing, integrations, export options, and anything else that doesn’t fit above.

Frequently Asked Questions

Support

How do I contact customer support?

Where can I find product documentation?

Can I request a live demo or training session?

What are your support hours?

How can I report a bug or submit feedback?

Account

How do I sign up for our platform?

Which banks and financial institutions are supported?

How do I add or remove users from my organization?

Features

Which banks and platforms can I connect?

Can I customize my dashboard?

How do recurring transfers work?

Can I set up custom alerts and notifications?

Security

How is my data protected?

Do you support multi-factor authentication (MFA)?

Are my banking credentials stored on servers?

Other

What is your pricing model?

Do you offer an API?

Can I export my data if I decide to cancel?