Help & Support

It matches your Stripe payouts and charges against your bank statement automatically, so you don't have to do it line-by-line in a spreadsheet. Run a reconciliation and it sorts everything into matched vs. flagged.

Go to Upload Data and either sync Stripe or import a bank statement CSV, then open Reconciliation Reports and run a match. Most people are done with their first pass in about 5 minutes.

Any CSV with a date column, an amount column, and ideally a description column — header names are matched flexibly, so "Transaction Date", "Posted Date", "Amount ($)", or "Memo" all work. Max file size is 5MB, up to 10,000 rows.

A flag means something didn't line up cleanly: an amount mismatch (same transaction, different amount), a timing gap (dates don't match yet), or no match at all on one side. Matched items need no action.

You can connect Xero or QuickBooks Online under Integrations — a two-minute OAuth connection — and your ledger transactions will sync in automatically instead of needing a fresh CSV export each time.

The free tier lets you explore the app; running reconciliations requires an active subscription. Starter ($49/mo) and Growth ($99/mo) both unlock full reconciliation access, with Growth built for more accounts and higher transaction volume.

Go to Billing in the dashboard and use "Manage subscription" — that opens Stripe's billing portal, where you can change plans, update your card, or cancel.

Yes. Every table is scoped to your account with row-level security, so you can only ever see your own transactions, and OAuth tokens for connected accounting software are encrypted before they're stored.

Every onboarding email has an "Unsubscribe" link in the footer. One click and you're out of that sequence — you'll still get essential account and billing emails.