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Help for Accountable, step by step
Exact steps for every screen: connecting your accounts, moving your books, closing each month, and connecting Claude or ChatGPT.
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Every topic, 116 articles
- Getting started
Sign up, add your company, connect your accounts and see your first month done, in about fifteen minutes.
- Set up Accountable in 15 minutes
- Create your Accountable account
- Set up your company
- Start fresh or move your old books
- Connect accounts
Every source, with the exact steps in the provider's dashboard. Access is read-only: Accountable never moves money.
- Which banks, cards and payroll tools connect
- Connect Mercury with a read-only API token
- Connect Brex with a read-only user token
- Connect Ramp with your own API app
- Move your books
Export one file from Digits, QuickBooks, Xero, Puzzle, Kick, Pilot or Zeni. Accountable rebuilds your books and proves every month-end matches to the cent.
- How moving your books works
- Move your books from Digits
- Move your books from QuickBooks Online
- Move your books from Xero
- Categorization
Accountable categorizes every transaction with the reason. Fix one, make a rule, and answer the few questions only you can.
- How Accountable categorizes your transactions
- Change a transaction's category
- Answer review questions
- Create and edit categorization rules
- Close
How a month gets closed, what the automatic close on the 1st does for you, and how to change a month that is already done.
- Close a month
- How the automatic close on the 1st works
- Match an account to its bank statement
- Change something in a closed month
- Reports
Every report, how to pick months and compare, and how to send your CPA and investors what they ask for.
- Find your P&L, balance sheet and cash flow
- Compare to last month or last year
- Export a report to CSV, Excel or PDF
- Pick the months you're looking at
- Accounting
The accounting underneath: switch between cash and accrual, spread prepaid costs, depreciate assets and post a journal entry.
- Switch between cash and accrual
- Spread prepaid costs, deferred revenue and accruals
- Depreciate laptops, furniture and other equipment
- Post a journal entry
- Bills and invoices
Create and send invoices, record payments, and add the bills you owe so your books show what's due.
- Multiple companies
Add a company, switch in one keystroke, see every company side by side and combine them into group statements.
- Add another company
- Switch between companies
- See every company side by side
- Build consolidated statements for a group
- Accountable AI
Ask anything about your books and get an answer with its sources. Changes wait for your approval and can be undone.
- Ask Accountable AI about your books
- Approve or reject a proposed change
- Decide what needs approval
- Let Accountable AI make some changes without asking
- Claude, ChatGPT and Cursor
Add Accountable's MCP server to your AI app in a minute, and decide what it may change on its own.
- What connecting Claude, ChatGPT or Cursor does
- Connect Claude to your books
- Connect ChatGPT to your books
- Connect Cursor to your books
- Team and security
Invite your CPA and teammates with the right role, turn on two-factor sign-in, and see who changed what.
- Invite your CPA, accountant or a teammate
- What each role can do
- Change someone's role or remove them
- Transfer ownership of a company
- Billing
What each plan includes, how the trial ends, and how to upgrade, change your card or cancel.
- What each plan includes
- How the 14-day trial works
- Change your plan, card or invoices, or cancel
- What happens to extra companies on Free
- Export and leaving
Download your books in standard files on every plan, and take all of it with you if you ever leave.
- Troubleshooting
Feeds that stopped syncing, balances that don't match the bank, missing transactions, sign-in trouble and more.
- Fix a disconnected or late feed
- A Mercury, Brex or Ramp connection stopped working
- The books don't match the bank balance
- An account is connected twice
Still stuck? Ask Melinda.
Melinda is Accountable's AI support. She answers in minutes, in the app or by email at support@accountable.im, and hands anything she can't answer to a person, who replies within 1 business hour.
Email Melinda