Product Updates & Announcements

hey again!

if you’re using the Google Sheets addon (or thinking about it), here’s a quick demo that shows how to pull in bank statements + sync live transactions into spreadsheets.

i found it helpful to see it all in action first.

hope it helps!

hey folks!

just wanted to drop a quick walkthrough video in case anyone’s new here or still figuring out the platform. it covers the main features like converting docs, organizing folders, exporting, etc.

pretty useful if you’re getting set up or want to make sure you’re not missing anything.

let me know if anything was confusing or if you’ve got tips of your own!