Real‑Time In‑App Messaging Support

Get answers without breaking your flow. Our built‑in chat connects you directly to FinSight specialists who can troubleshoot issues, guide new workflows, and share best‑practice tips—all from inside the dashboard and typically within minutes.

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Dedicated Experts on Call

Dedicated Experts on Call

Prefer a conversation? Tap the phone icon and you’ll reach a live FinSight advisor—no call centers, no scripts. From onboarding to complex reconciliations, our team is ready to walk you through every step so you can keep your finances moving smoothly.

Frequently Asked Questions

Browse our most common user questions and discover practical tips for getting the most out of our platform.

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Balance Overview

See your total and per‑account cash in a glance.

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Initiate Transfers

Move funds instantly or schedule recurring payouts.

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Generate Reports

Build, export and automate your financial summaries.

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Messaging Support

Get help without leaving your dashboard.

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Transaction Ledger

Drill into every debit, credit and memo—no spreadsheets.

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