Help desk
Straight answers about pricing, setup, and how the AI does your books. Search everything, or browse by topic.
Popular answers
Getting started
Signing up, setup, and switching from other software.You get full access to ReInvestWealth free for 30 days. A simple setup guides you through connecting your bank accounts so you can see your financials right away. You won't be charged until the 30 days end, and you can cancel anytime.
A few minutes for most businesses. After signing up you connect your bank accounts and set a few basics, and the platform starts organizing your financial data automatically.
Service-based businesses, either self-employed or incorporated. It works best for businesses with no inventory management.
Yes. Migration is free with an annual plan. Our team handles the switch so you don't have to rebuild your books by hand, and your existing financial history comes with you.
Pricing & billing
Your first 30 days, cancelling, and changing plans.Your first 30 days are free with full access, so you can see how the product works for your business before committing. You won't be charged until the 30 days end.
Anytime, in a couple of clicks. Go to the Billing section of your profile and cancel there. No phone call and no support ticket needed. If you cancel during your first 30 days, you won't be charged at all.
Yes. Send a quick support request from the app and the team switches your plan for you.
Bookkeeping & AI
The AI Bookkeeper, receipts, invoicing, and reports.Yes! Real-time bookkeeping is performed by a multi-step AI system that records the most optimal accounting entries. The AI Bookkeeper keeps improving and is trained by CPAs.
No. Your books stay current without your input. Review statuses exist for your convenience if you like to double-check, but transactions don't need your approval to hit the ledger.
Toss in your receipts and the Smart Shoebox does the rest. Every receipt is analyzed by AI and matched to your transactions automatically, so deductions don't slip through and your books get more accurate.
Yes. Your business gets its own secure forwarding address, so you can send receipts straight from your inbox. PDFs and images are supported.
Your own bookkeeping rules. Set one up like "when a transaction contains Starbucks, categorize it as Meals & Entertainment" and it applies to new transactions automatically, and to past ones too if you want.
No. ReInvestWealth includes built-in invoicing, so you create and send invoices right from the app. Connect Stripe if you want to collect credit card and direct debit payments online, and every payment and fee is recorded in your books automatically.
Profit & loss, balance sheet, general ledger, and trial balance. Every report exports to CSV, with a link to the matching receipt next to each line.
Banks & security
Connecting accounts and how your data is protected.ReInvestWealth supports over 10,000 financial institutions across North America through Plaid, plus over 50 currencies at no additional cost.
You can upload PDF bank statements instead. Your transactions import and your books keep working the same way.
Daily for connected accounts. Most banks bring in up to 90 days of history when you first connect, and you can upload statements to backfill older transactions.
Yes. Your data is encrypted before it's stored and decrypted only when accessed by an authorized user. Everything lives in secure Google Cloud data centers designed around rigorous security standards.
Taxes & expert help
Income tax filing and talking to a CPA.The app shows both do-it-yourself and done-for-you income tax filing options, whether you're self-employed or incorporated.
Yes. If you're not a customer yet, your 30-minute call with a CPA is free, and any accounting or tax question is fair game. Once you're a customer, you can book a 30-minute session anytime from the app for $49 USD.
In-app chat with Luca, your AI financial assistant, gives you instant answers. Technical support tickets are free, and there's a free resource library of guides.
Go deeper on any topic
Most questions have a full page behind them. These are the guides our answers point to.
Feature guides
How each part of ReInvestWealth does the work for you.
For your industry
Accounting guidance written for how your business works.
Learn & tools
Guides, calculators, and the blog for going deeper.
Still have questions?
A real answer is a minute away, three ways.
Talk to a CPA
Not a customer yet? Book a free 30-minute call. Any accounting or tax question is fair game.
Book a sessionMessage the team
Send us a note and a human gets back to you. Technical support is always free.
Contact us