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Help Center

Find answers to common questions and get support

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Search our knowledge base or browse common questions below

Quick Start

Getting Started

How do I create an account?

Click "Start Free Trial" on our homepage, enter your email and password, and verify your email address. You'll get 7 days free to try all features.

What file formats are supported?

We support PDF, PNG, JPG, and JPEG files. PDFs work best for text extraction, while images are processed using our advanced OCR technology.

How accurate is the AI extraction?

Our AI typically achieves high accuracy rates on clear, well-formatted invoices. Accuracy varies based on document quality, format, and complexity. We recommend reviewing all extracted data before use in your accounting workflows.

Can I process multiple invoices at once?

Yes! You can upload and process up to 50 invoices simultaneously. Our system includes duplicate detection to prevent processing the same invoice twice.

Billing & Subscriptions

How does billing work?

We offer monthly and annual subscriptions. Starter ($25/month, 100 invoices), Professional ($59/month, 500 invoices), and Enterprise ($199/month, unlimited).

Can I change my plan anytime?

Yes, you can upgrade or downgrade your plan at any time. Plan upgrades take effect immediately with prorated billing. Downgrades take effect at the next billing cycle to ensure you retain access to paid features.

What happens if I exceed my invoice limit?

You'll receive a notification when approaching your limit. You can upgrade your plan or wait until the next billing cycle to process more invoices.

Do you offer refunds?

We offer a 7-day free trial so you can test our service. After that, we don't provide refunds for partial months, but you can cancel anytime.

Integrations & Exports

Which accounting software do you integrate with?

We integrate with QuickBooks Online, Xero, Sage Business Cloud, Wave Accounting, and FreshBooks. More integrations are coming soon.

How do I connect my accounting software?

Go to the Exports page in your dashboard, click "Connect" next to your accounting software, and follow the OAuth authorization process.

Can I export to Excel or CSV?

Yes! We support CSV, Excel (XLSX), PDF reports, and JSON/XML formats for maximum flexibility with your existing workflows.

What data is included in exports?

Exports include vendor name, invoice number, date, amount, tax, line items, and all other extracted fields. You can customize which fields to include.

Security & Privacy

How secure is my data?

We implement reasonable security measures including encryption for data transmission and secure cloud storage. While we strive to protect your data, no system is 100% secure. Your data is not sold or shared with third parties for marketing purposes.

Who can access my invoices?

Your invoices are accessible to you and authorized users on your account. Our staff may access data for technical support, system maintenance, or as required by law, but we maintain strict access controls and confidentiality policies.

How long do you keep my data?

We retain invoice data for up to 7 years for business, accounting, and legal compliance purposes. You can request data deletion, though some information may be retained as required by law, for legitimate business purposes, or to resolve disputes.

Can I delete my account and data?

Yes, you can delete your account and all associated data at any time. Contact support or use the account deletion option in settings.

Still need help?

Can't find what you're looking for? Our support team is here to help.

We strive to respond within 24-48 hours for most inquiries. Response times may vary based on inquiry complexity and volume.