Support

We're here to help. Reach out and we'll get back to you within 48 hours.

Contact Us

Email us at [email protected]

We respond to all inquiries within 48 hours during business days. Advanced plan subscribers receive priority support.

How We Can Help

Account & Login
Password resets, email changes, account access issues
Billing & Plans
Subscription changes, payment issues, invoices, refunds
Bank Connections
Connecting, disconnecting, or troubleshooting Plaid integrations
Data & Privacy
Data deletion requests, exports, privacy questions
AI Agent (Emma)
Transaction issues, classification errors, report problems
Invites & Members
Invitation issues, role changes, team management

Self-Service Options

  • Disconnect a bank account: Go to Entity Settings and remove the connection
  • Delete an entity: Go to Account Settings > Entities and select the entity to delete
  • Cancel subscription: Go to Account Settings > Plan & Billing > Manage via Stripe Portal
  • Request full data deletion: Visit our Data Deletion page for details