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What do you need to do?

Choose a task or problem. Each guide states the app path, what is required, what stays local and how to recover.

01

Browse by task

Getting started

Onboarding, first import, first-result checks and the six-month recommendation.

Import statements and use Inbox

Files, Photos, camera, Share, batches, locked PDFs and recovery states.

Coverage and reconciliation

Missing months, duplicates, provisional identity and arithmetic differences.

Accounts and Ledger

Account identity, provisional balances, search, filters, sorting and exports.

Review categories

The always-visible category workflow for merchant groups, local recheck and Undo.

Understand Analysis

Completed months, evidence-gated guidance, obligations, comparisons and scenario limits.

Add and value assets

Manual records, shared photo intake, preserved corrections, ownership and valuation evidence.

Use Chat and AI

Questions, citations, modes, attachments, managed access, BYOK and credits.

How your financial data is handled

See where financial data is stored, when selected content is processed externally and what the operator can access.

Data, backup and privacy

Local storage, retention, backup, restore, export and deletion scopes.

Saving and attachments

Mandatory fields, optional evidence, blocked saves and recovery.

Contact support safely

Prepare useful diagnostics without financial records or credentials.

02

Problems and recovery

If you already have an error, start with troubleshooting. It explains whether data was saved, whether the original remains retained and the next safe action.