Straightforward answers.
Do I need a credit card?
No. Cash Free includes one successful report per organization per UTC calendar month.
What happens if an upload fails?
Validation failures do not consume the monthly allowance. Retrying a successfully saved request returns that report. Deleting a report keeps its usage counted.
Does it connect directly to ticketing or accounting software?
This release uses manual generic CSV uploads and downloadable files. Direct sync, automatic retrieval and named vendor adapters are unavailable.
Are payouts confirmed deposits?
No. They are values reported in your file. Completed-status and source-scheduled payouts remain separate. Available bank cash is not verified.
What does Starter add?
Reusable mappings, balanced journal preparation, accounting summaries, saved import outputs and recurring Cash reports. Fair use is 100 successful Cash reports and 100 accounting imports per workspace per UTC day. Upload limits apply to each file.
Can I cancel independently?
Yes, once billing is configured, the workspace owner can use the Connect billing portal. A cancellation at period end retains access through that period. Failed payments and expired periods remove paid features.
Will creating Connect access grant Core permissions?
No. Auth identities can be shared, but Connect data and entitlements are separate. Existing Core organization links do not authorize Connect to write Core records.
How long are reports kept?
Saved financial content is available for up to 365 days, subject to the retention cleanup process. You can delete it earlier. Minimal usage and billing records remain. See the draft privacy notice for launch review.