Frequently Asked Questions

Go to Upload statement, select the client the statement belongs to, enter the reporting period start and end dates, then drag your PDF into the upload area (or click Choose file). Click Upload, and the statement will process automatically.

PDF bank statements only, up to 20MB per file.

Go to Settings, type the client's name into the "New client name" field, and click Add.

Some transactions are ambiguous enough that the AI flags them for a human to confirm, rather than guessing. On the Results page, pick the correct category from the dropdown next to each flagged item and click Resolve. Once everything is resolved, click Generate Final Statement to rebuild the reports with your corrections.

Go to Reports, choose the client, then pick a From and To month (only fully completed months are available to pick). Click Preview to see the combined Profit & Loss, Balance Sheet, and General Ledger, then use Print or Download .docx.

For a single month, go to Results and use the download links next to each statement. For a combined multi-month report, use the Download .docx buttons on the Reports page.

Essentials is $399 to start (covers your first month), then $99/month, with 250 transactions included. Growth is $975 to start, then $150/month, with 900 transactions included -- built for firms managing multiple clients of their own.

If you go over your plan's included transactions in a billing cycle, additional blocks of 100 transactions are $15 each, charged immediately so you can keep uploading statements right away.

Yes, from the Billing page. Upgrading charges the price difference between plans, and your next invoice is prorated for the switch. Downgrading takes effect immediately with no charge, but no refund or credit is given for the unused difference in your current cycle.

You keep full access through the end of the billing cycle you've already paid for -- no immediate lockout. Your subscription simply won't renew after that. You can undo a scheduled cancellation anytime before the cycle ends.

Yes, any transactions you don't use in a cycle carry forward and add to your limit for the next cycle.

Your cycle resets monthly on the anniversary of your original purchase date, not the calendar month. You can see your exact cycle dates on the Billing page.

The AI classifies most transactions with high confidence, but it's not perfect. Anything it's uncertain about is flagged under Ask My Accountant rather than guessed, so a person can confirm or correct it before the final report is generated.

You can resolve or correct any flagged item on the Results page, then click Generate Final Statement to rebuild the reports with the correction applied.

The initial classification is automated, but the Ask My Accountant step exists specifically so a qualified person reviews and confirms anything the AI wasn't confident about before it's treated as final.

We take reasonable measures to protect your data, including encryption and access controls provided by our infrastructure providers. See our Terms & Policies for full details.

Only members of your own organization can access your data -- each organization's information is kept separate and isolated from every other organization on the platform.

Your data remains associated with your account. If you'd like it removed, contact info@builderbooks.ai to request deletion.

On the login page, click "Forgot your password?", enter your email, and follow the link sent to your inbox to set a new password.

Each account is currently tied to one login. If your firm needs multiple team members accessing the same account, contact info@builderbooks.ai.

Go to Profile (in the sidebar) to update your name and phone number, or your organization's billing address.

Check the History page -- if an upload has been processing for more than about 10 minutes without a result, it's flagged as failed. Try uploading the statement again, or contact info@builderbooks.ai if it keeps happening.

Check the History page to see the status of that upload. If it shows as failed or stuck, try re-uploading the statement.