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How do I connect my Stripe account?
Go to Connections, click "Connect" next to Stripe, and authorize access using your Stripe credentials.
How does auto-reconciliation work?
Our system matches bank deposits to platform transactions using amount, date, and description patterns.
Can I customize categorization rules?
Yes! Go to Categorization and create rules with conditions based on platform, description, amount, and more.
How do I sync to QuickBooks?
Connect your QuickBooks account and configure sync settings. Categorized transactions will auto-post to your ledger.
What happens if a reconciliation fails?
Unmatched transactions appear in the Reconciliation page where you can manually match or flag for review.
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