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Frequently Asked Questions

How quickly can I get started?
Most customers are up and running within 24 hours. Our onboarding team will help you connect your accounting software and configure your first automation rules.
Is my financial data secure?
Absolutely. We use bank-level encryption, maintain SOC 2 Type II certification, and follow strict data security protocols. Your data is encrypted in transit and at rest.
Do you integrate with my accounting software?
We integrate with QuickBooks, Xero, Zoho Books, FreshBooks, Wave, and other popular accounting platforms. Contact us if you need a specific integration.
What if customers don't like automated messages?
Our AI creates professional, personalized messages that maintain your brand voice. Most customers don't realize they're automated. You can always review and customize messages before they're sent.
Can I customize the AI's behavior?
Yes! You can set custom rules for timing, tone, escalation paths, and message content. The AI learns your preferences and adapts to your business style.
What's included in the free trial?
The 14-day free trial includes full access to all features: AI message generation, dashboard analytics, integrations, and up to 50 reminder messages. No credit card required.

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