FAQ
Can I sign up right now?
Real access is by invitation. Request it through the contact form or explore the demo with fictional data. A request does not activate a license.
Does it connect directly to my bank?
Not yet. The beta supports manual records and reviewed Excel imports. Wealthreader is a planned extra, awaiting integration and not available to purchase.
User, wealth space and entity: what is the difference?
A user signs in. A license serves a wealth space. Each entity identifies who the accounts and transactions belong to. The advertised base includes one wealth space and one entity; shared access does not duplicate the records.
What should I check in an import?
Entity, currency, account and the category and item mapping. Uncertain rows remain pending and outside final totals. Provenance helps repeat a batch without duplicating it; we do not infer missing bank balances.
Will I be charged when the trial ends?
Automatic charging is not enabled. The trial lasts 60 days. A paid subscription requires final pricing, taxes, extras and terms to be confirmed and accepted first.