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FAQ
Common Questions
1. How do I connect my bank accounts securely?
We use encrypted, read-only connections to sync your accounts safely and in real-time.
2. Is my contract data safe and encrypted?
Absolutely. All documents are encrypted and stored securely in the cloud.
3. What happens when I reach my plan’s limits?
You’ll receive alerts and can upgrade your plan anytime with no disruption.
4. Does this work with multiple team members?
Yes, our Pro and Enterprise plans support multi-user access and permissions.
5. Can I cancel my plan or trial anytime?
Of course — you can cancel or downgrade directly from your dashboard, no hassle.