Get back to your work.
Start with the step that stopped you. Nothing on this page reads or uploads your statements.
Suggest a correction to a guide
Tell us the guide title, section and the statement you think needs correction. Include a public primary-source link when available. Do not include financial records, client identities or credentials. Suggestions are reviewed through the consented help request; submitting one does not automatically change a published guide.
Ask for help with this topic →Match a broker file to the statement columns
On Add a source, select “My file uses different column names”. Choose the CSV separator before selecting the file, then match each field. Use a stable source record ID, broker name, earning month in YYYY-MM and USD. Reported, received and fees must be explicit. Expected commission may remain unknown. Review the first source rows and resulting totals before confirming.
Ask for help with this topic →Fix a number format or currency error
Select decimal point for 1250.50 or decimal comma for 1250,50. Remove thousands separators and currency symbols in your source export. We do not guess whether 1,250 means one thousand or one point two five. The current statement model accepts USD only; do not relabel another currency as USD. Blank received or fees is not assumed to be zero.
Ask for help with this topic →Check supported files and size limits
Standard CSV, single-sheet XLSX and the provided JSON format are supported. Custom column mapping supports CSV and single-sheet XLSX. Use at most 1 MB, 5,000 records and 64 columns for mapped files. Excel formulas, multiple sheets, PDF and older XLS files are not accepted. Export literal values; split a large source file without duplicating record IDs.
Ask for help with this topic →Reuse a format profile safely
After matching columns, download a format profile. It contains ordered header names and format settings, not statement rows. With the next file, choose the same CSV separator, select the statement, then load the profile. The header names and order must match exactly. If the broker changes its export, make and review a new mapping. Review header names before sharing a profile.
Ask for help with this topic →Understand duplicate and changed-record messages
The same broker and stable source ID identify a statement record, even if the filename changes. Identical records are skipped. Changed financial values are refused rather than silently replacing history. Do not invent a new ID to bypass a correction: that would count the same earnings twice. Request help with the workflow, without attaching financial records.
Ask for help with this topic →Know what is saved and what disappears
The public demo and file review keep statement data in this tab. Navigation within the app retains it; refreshing clears it. Download the relevant exports before leaving. Private account persistence is implemented but is not open to customers yet. Help requests are different: details you explicitly submit are stored in the owner request inbox. No statement or raw error is attached automatically.
Ask for help with this topic →Read unknown values and unmatched receipts
Unknown expected commission means there is not enough evidence to calculate it, not that nothing is owed. Broker reported amounts, agreement calculations and external receipts are separate. Record only receipts additional to the statement’s received amount. Matching and undoing are bookkeeping actions, not money transfers or bank verification.
Ask for help with this topic →Sign-in, email codes and account availability
Customer registration and private storage remain closed pending sender-domain setup and hosted acceptance checks. The public preview needs no login. When enabled, private sign-in requires a password and email code. The separate owner CRM login is not a customer account. Do not send passwords, access tokens or verification codes in a help request.
Ask for help with this topic →A help request opens a form for you to review. It does not include your file, filename, balances, broker credentials or raw error. Replies and response times are not guaranteed during the preview.