Admin queues
Verifications, parser failures, rule promotions, subscriptions and the audit log — what each decision commits you to.
Verifications
A lawyer appears in the public directory only after you have checked their bar registration against the document they submitted. The badge is the platform's only claim about a stranger's credentials — treat it as one.
Parser failures
Each entry is a real statement somebody could not import. The log holds the file name, detected format and error, never the file's contents. A cluster from one bank usually means a layout changed.
Rule promotions
Promoting a user's rule into the global library changes categorization for everybody, including retroactively when ledgers are re-categorized. Read the pattern, not just the category.
Subscriptions
A stored status is never trusted on its own — active with a past expiry is what a missed renewal leaves behind, so the clock decides, with 14 days of grace.
Two things worth knowing before you click:
- Renewing early extends the current expiry rather than restarting from today.
- A comp writes no payment row, so it can never appear as revenue. It requires a stated reason.
Audit
Every privileged action with who did it and when. Details are shown only for platform entities, by allowlist — transaction amounts and category paths are deliberately withheld, because an admin screen is not a hole in a user's privacy.
Try it on your own year
Import a statement and see the balance chain verify it. The free tier is enough to find out whether this suits you.
Start free