Frequently Asked Questions
FinallBase provides a centralized ledger system that records transactions, applies customizable labels, and allows batch editing. Users can link bank statements for auto imports and configure approval workflows to maintain organized records.
Yes. The invoicing tool supports tailored billing templates, automated reminders, and scheduled delivery. You can send recurring invoices, track payment status, and export records for external review.
We employ encryption during transit and at rest, strict access controls, and routine backups at geographically separated centers. Regular security audits ensure your information remains protected.
FinallBase integrates with major payment gateways, popular spreadsheet applications, CRM platforms, and time tracking services. Custom API endpoints allow connections to specific internal systems.
Yes. Our support team is available via email and live chat from Monday to Friday. We also provide a comprehensive knowledge base and video tutorials to assist you.
You can import data via CSV or connect directly to your previous solution using our migration wizard. The process guides you through mapping fields and validating entries before final upload.
FinallBase is web based and compatible with modern browsers on desktop and mobile devices. A stable internet connection ensures smooth operation, while advanced features may require updated browser versions.
Absolutely. You can assign roles with specific permissions, share dashboards, and add comments to entries. The activity log records user actions for transparency.