Support
Start with the task or symptom.
Most problems can be resolved from Inbox, Data confidence, the editor or AI & Usage. If not, prepare a diagnostic preview.
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Fix the problem
Statement import failed
Retry analysis, unlock a PDF, reconnect AI or inspect the retained evidence.
Coverage or reconciliation is incomplete
Find a missing month, inspect arithmetic and avoid filling gaps silently.
A transaction needs review
Check the source row, meaning, category and effect on analysis.
Managed AI or credits are unavailable
Understand what stays queued and which local features continue.
A record will not save
Find the required field or invalid combination without losing the existing record.
A photo or document will not attach
Check permissions, file access and the current beta boundary.
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