Frequently Asked Questions

Everything about the company, how it operates, and how the product works — in one place.

AI Bean Counter is your AI accountant: it automates bookkeeping, generates explainable reports, and forecasts 30/90-day cash flow. Every number links back to its source.

SMBs, franchises, nonprofits, and creators who want automated books and clear, auditable insights without the spreadsheets.

Connect your bank/POS → transactions sync automatically → AI categorizes and explains changes → you get a daily/weekly digest with a "Why?" trace for every KPI.

Click Why? next to any metric to see the calculation trail and linked transactions. You can annotate, correct, and export the explanation for audits.

Simple tiers: Free (starter), Pro ($19/mo), Business ($49/mo). No hidden fees. Annual discounts available. See Pricing.

Yes. Cancel from Settings → Billing. Access continues until the end of your paid period.

Encryption in transit and at rest, least-privilege access, audit logs, and regular reviews. We're building toward SOC 2; contact us for security details.

Yes. Email/password + TOTP MFA. SSO (Google/Microsoft) on Pro+, SAML/SCIM on Enterprise.

No personal transaction data is used to train public models. Aggregated, anonymized patterns may improve categorization. Opt-out anytime in Settings → Privacy.

You do. Export anytime (CSV/PDF/JSON). We only process data to provide the service, per our DPA.

Banking via Plaid (and others), Stripe, Shopify, Gusto, QuickBooks/Xero (import/export), and more. See our integrations list for full details.

Yes—Business+ includes REST webhooks for transaction events, reports, and health. API access on Business.

Yes. Upload .QBO/.CSV or connect your account for guided import. Concierge migration included on Pro+.

Self-serve imports finish in minutes; concierge migration typically 24–72 hours depending on volume and cleanup.

We produce tax-ready exports and sales-tax summaries. E-file integrations are on the roadmap; many customers export to their CPA or Xero/QB for filing.

Every classification and KPI can be corrected with one click; the system learns from edits and replays the change across similar transactions. All changes are logged for audit.

In-app chat (9–6 CT, M–F), help articles, and email support. Business+ includes dedicated onboarding.

Visit our status page for realtime uptime and incident history (link in footer). Subscribe to updates via email or RSS.
Still need help?
Chat with support, book onboarding, or email hello@aibeancounter.com.