Question 1

How do I connect my bank account?

Accepted Answer

Navigate to Settings > Connected Accounts, click "Connect Bank Account," and follow the secure Plaid authentication flow. Your credentials are encrypted and never stored on our servers.

Question 2

How do I generate a P&L report?

Accepted Answer

Go to Dashboard > Reports, select your date range, choose "Profit & Loss Statement," and click Generate. You can download as PDF or CSV for your CPA.

Question 3

Is my financial data secure?

Accepted Answer

Yes. We use bank-level encryption (AES-256), secure authentication with MFA support, and comply with industry security standards. Your data is encrypted both in transit and at rest.

Question 4

What is the difference between Free and Pro plans?

Accepted Answer

The Free plan includes manual transaction entry and P&L reports. Pro ($15/mo or $150/yr) adds automatic bank sync via Plaid, AI receipt scanning, receipt storage, and unlimited business tracking.

Question 5

Can I export my transaction data?

Accepted Answer

Yes. Go to Dashboard > Transactions, click Export, and choose your format (CSV, Excel, or PDF). You can filter by date range and category before exporting.

Question 6

How does the affiliate program work?

Accepted Answer

CPAs and financial professionals earn 33% recurring commission on referrals, plus a $100 bonus for Founder's Access sales. Sign up at /affiliates to get your unique referral link.

Question 7

How much can CPAs earn through the affiliate program?

Accepted Answer

CPAs earn 33% recurring commission on Pro subscriptions ($4.95/month per referral) and $100 one-time commission for Founder's Access sales ($300 one-time). With just 20 Pro referrals, that's $99/month in passive income.

Question 8

How long does the affiliate cookie last?

Accepted Answer

Our affiliate cookies last 30 days, giving your referrals plenty of time to sign up. You'll earn commission on any signup that occurs within 30 days of clicking your unique affiliate link.

Question 9

Do I need to be a CPA to join the affiliate program?

Accepted Answer

No! While the program is designed for CPAs and tax professionals, anyone can join. Bloggers, consultants, and financial educators are welcome to refer clients and earn commission.

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