Five ways to talk to us — sales, product demo, or live support. Calendars are connected so the time you pick is the time we'll meet.
Sales team
Get pricing, onboarding plans, and a tailored walkthrough for your firm's stack. Best for firm owners and decision-makers.
Group session
Live group walkthrough of bank fetching, the Rules Engine, OCR, and Close. Ask questions in chat. Great if you want the full tour.
Level 1 Support
1-on-1 support session for getting unstuck — connecting banks, syncing to QBO/QBD, rule setup, and account questions.
Support Level 2
Escalated support and onboarding success — complex sync issues, advanced rule tuning, and deeper workflow guidance.
Technical session
Deep-dive troubleshooting for bank connection issues, OCR mismatches, missing transactions, or sync errors. Bring screenshots.
Now booking
Talk with Maurice — Sales team