Using the tool
Upload issues, missing rows, export formatting, batch PDFs — send us the steps and we’ll walk you through it.
DocuBalance is built for accountants, bookkeepers, and business owners who need reliable PDF-to-data workflows. When you reach out, mention your goal — for example: “reconciling three months of TD Visa PDFs” or “AI Smart Tagging isn’t suggesting the right categories” — and we’ll get you to the right answer faster.
For bug reports, include your browser, the bank or card issuer, and whether the issue happens on upload, extraction, tagging, or export. A redacted filename or screenshot helps us reproduce it quickly.
We also welcome partnership and integration inquiries. Summarize the workflow and expected monthly volume and we’ll get back to you.
Ways we help
Smart Tagging help
Category suggestions not matching? Want to know how to toggle it, retag in bulk, or understand how it works? We’ll explain.
Privacy & data handling
Questions about instant file deletion, encryption, AI data usage, or how sessions work in the browser — we answer with specifics.
Plans & teams
Page limits, upgrading, invoices, or setting up team access for your firm — include your role and approximate monthly volume.
Before you write
Include this if you can
- What you expected vs. what happened (one short paragraph)
- Bank or card issuer and PDF type (digital vs. scanned)
- Whether AI Smart Tagging was on or off when the issue occurred
- Browser and OS (Chrome, Safari, Edge — version helps)
- Whether you're on the free trial or a paid plan
What happens next
We read it — a real person
No auto-replies or ticket queues. Support, billing, and privacy issues are prioritized first.
We reply by email
Usually within 1–2 business days. Complex bugs or investigations may take a little longer.
We close the loop
A fix, a workaround, or a clear timeline if engineering is involved. We don't leave threads open.