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Q3 2024
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For Accountants
Setting up your firm in fileAI
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Help Centre
FAQs
Product Release Notes
Q3 2024
FAQs
Get Started
About bluesheets
Login & Account
Workspaces
Organizations
Billing, subscriptions, payments
Account errors
Account Deletion
Uploading Files
Upload Methods
Common Questions
Integration Guides
Processing Files
How documents are processed
Common Questions
Common Errors
File Inbox
Workspace Menu
Organization Menu
Working with Processed Files
Creating Workflows
Creating Rules
Exporting Files
Common Questions
Exporting to Xero
Xero Export Errors
Exporting to QuickBooks
Exporting to Netsuite
Exporting to Bukku
Exporting to Google Sheets
Exporting to third-party tools (via API)
For Accountants
Setting up your firm in fileAI
FAQs
Which tools does fileAI integrate with?
Can I get a demo of how fileAI works?
How does fileAI actually work?
What business sizes and industries can use fileAI?
Who has access to my financial data and how is it managed?
How does the pricing work?
What happens if I cancel my fileAI plan?
Can I manage multiple clients from one login?
Can I set up fileAI on my own?