Questions, answered.

Yes, everything is free during early access, with no card required. When billing launches, the Personal plan stays free and Business will be $15/month per organization. Early-access users keep free Business features until then and get a founding-member discount after.

Bank connections run through Plaid, the same provider used by Venmo and American Express. You sign in directly with your bank inside Plaid's secure widget. SmallBooks never sees your banking username or password. The access tokens Plaid gives us are encrypted with AES-256 before storage. See the Security page for the full picture.

Thousands of US banks and credit unions via Plaid. If your institution isn't covered, or you'd rather not connect, you can import CSV or PDF statements instead, and duplicates are caught automatically even across repeated imports.

Snap a photo or upload a PDF. AI extracts the vendor, date, tax, and total, then matches the receipt against your transactions, when exactly one transaction matches the amount and date, it attaches automatically; otherwise you pick from ranked suggestions.

Yes, invite them by email from the Team page and give them exactly the modules they need (for example, reports only). There's also a tax-year CSV export designed to hand straight to an accountant.

Yes. You can create multiple organizations under one login, each with its own accounts, categories, team, and reports, and switch between them from the sidebar.

Import CSV or PDF bank statements going back as far as you like. Re-importing overlapping statements never creates duplicates, and your categorization rules apply to imported history automatically.

No and no. Your financial data is never sold or shared with advertisers, and it is not used to train AI models. Document extraction runs on infrastructure that doesn't retain your data for training.

Export your reports any time, then delete your organization from Settings, that permanently removes transactions, documents, uploaded files, and disconnects bank feeds. Full account deletion is available via support.

Please do, the roadmap is genuinely shaped by requests. Use the feature request page; it takes thirty seconds.