We’re here to help. Email us at support@bookvisor.ai at any time, and we’ll reply within one business day. If you already have access, Bookvisor AI in the app usually has the fastest answer for questions about your numbers or your books.
Common questions
Is my bank data safe?+
Yes. Bank connections are read-only and handled by Plaid, a regulated, bank-grade data provider, so Bookvisor AI can never move money on your behalf. We treat your financial data with the same care a CPA firm would.
How does Bookvisor AI sort my transactions?+
Bookvisor AI reads each transaction from your bank feed and files it into the right category automatically. Anything it cannot place confidently is set aside for a quick review, and you can always ask it to recategorize.
Can Bookvisor AI text me?+
On plans that include texts, yes. Add and verify your mobile number in the app, and you can text Bookvisor AI a question from anywhere and receive urgent alerts by text. Texts are optional, and you can turn them off at any time.
How do I add another business?+
From inside the app, open the account menu and choose "Add business". One subscription covers every business you own, so you can see all of them in one place.
How do I change or cancel my plan?+
Open Billing inside the app to switch plans or cancel. Changes take effect at the end of your current billing period.
Text messaging help
To stop receiving texts, reply STOP to any message; reply HELP for help. See our Text Messaging page for full details, or email support@bookvisor.ai.