Frequently Asked Questions
How do I add an expense?
Go to Dashboard > Expenses, tap "Add Expense", fill in the details or scan a receipt.
How do I connect my bank?
Go to Dashboard > Import, then tap "Connect Bank" to link via Open Banking (TrueLayer).
How do I create an invoice?
Go to Dashboard > Invoices, tap "New Invoice", add your client and line items, then send.
How do I cancel my account?
Go to Dashboard > Settings > Account and tap "Delete Account", or email us and we'll handle it.