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FAQ

Questions treasurers ask us.

Short answers, no jargon. If yours isn't here, we're a message away.

Does it connect to my bank?

Yes. AccountGuru connects to your bank through the bank's own secure sign-in (the same service most banking apps use). Once connected, your transactions arrive in a review queue by themselves. Nothing is posted to your books until you click.

Is my bank login safe?

Your bank username and password never touch AccountGuru. You sign in on your bank's own screen, and the bank hands us a read-only view of transactions. We cannot move money, and we cannot see your credentials.

What if the month won't balance?

Ask AccountGuru. It reads your own books and tells you what it sees, why the numbers differ, and what to click, in plain words. It never changes anything by itself. It costs 25 tokens (about 25 cents) per answer, and nothing if it cannot answer.

Can I take the books back after a mistake?

Yes. You can undo a statement you reconciled, bring back a row you removed, and set aside a bank line you are not sure about. Every change is written to a change log, so nothing is ever silently lost.

What does it cost?

$25 a month on its own, for any nonprofit, club or small business. If you already use ClubGuru or FundGuru, you can add AccountGuru to it for $19 a month. Every option starts with 60 days free and no credit card. Cancel anytime.

Can my CPA use it?

Yes. Your CPA gets the Treasurer's Report, Budget vs Actual, the detailed ledger, 990-EZ preparation figures, and the change log, as PDFs or spreadsheets. Many CPAs ask to be added as a team member so they can look for themselves.

What happens when the treasurer changes?

Add the new treasurer as a team member, and remove the old one. The books, the bank connection, the history and the change log all stay exactly where they were. Nothing lives on anyone's personal computer.

Does it work for two sets of books, like a club and a foundation?

Yes. Each set of books has its own bank feed, chart of accounts, reports and reconciliation, and you switch between them with one click. A savings account can be its own set of books too.

Can I import my old spreadsheet?

Yes. Upload a CSV or Excel file, match the columns once, review the rows (duplicates are flagged for you), and import. Every import is a batch you can undo.

Do I need ClubGuru or FundGuru to use AccountGuru?

No. AccountGuru works on its own. If you later want membership tools, add ClubGuru; if you want fundraising tools, add FundGuru. Your books stay the same either way, and the AccountGuru price drops to $19 a month once a sister product is on the account.

Still wondering about something? Schedule a demo and ask us live.

Ready for clearer books and a brighter tomorrow?

Join AccountGuru.org and see the difference for yourself.