How Long Does It Take to Get Set Up and See Value? #
Initial Setup (2-5 minutes) Create account, verify email, connect first bank account. Tabby immediately starts syncing your last 90 days of transactions.
First Value (Same Day) Within hours, your transactions are categorized by AI. You can already see spending by category, potential tax deductions, and basic P&L report.
Full Value (2-3 weeks) After you correct 20-30 transactions, the AI learns your patterns and accuracy jumps to 90%+. Your books become nearly automatic.
Tip: Don’t wait – connect your bank and start using Tabby immediately. The sooner you begin, the faster the AI learns your business.
What Should I Do First After Signing Up? #
Your First 15 Minutes
1. Connect Your Bank (5 min) Go to Settings > Bank Accounts. Connect your primary business checking and credit card. Tabby pulls in 90 days of history.
2. Review AI Categorization (5 min) Go to Transactions. Scan through your recent transactions. The AI has already categorized them – make corrections where needed.
3. Upload a Few Receipts (5 min) Test the receipt scanner. Snap photos of 2-3 recent receipts using the mobile app or upload from desktop.
Next Steps: Set a weekly reminder to review transactions for 10 minutes. Enable notifications for new transactions. Invite your accountant (Professional plan).
Don’t Overthink It: Tabby is designed to be intuitive. Most features you’ll discover naturally as you use them. Just start with bank connection and transaction review.
Do I Need to Import My Historical Data or Can I Start Fresh? #
You Can Start Fresh: Tabby automatically imports 90 days of transactions when you connect your bank. For most users, this is enough to get started. Your “official” bookkeeping can begin from your signup date forward.
When to Import Historical Data
Mid-Year Tax Planning: If you sign up in June and want full year-to-date reports, import Jan-May transactions.
Comparing Year-Over-Year: Import last year’s data to compare trends and growth.
Accountant Requirement: Your CPA needs full-year records for tax filing.
How to Import: Export CSV from your old system (QuickBooks, spreadsheet, bank statements) and use Settings > Import Data. Map columns and review before importing.
Recommendation: Start fresh if you’re in Q1-Q2. Import historical if you’re in Q3-Q4 and need full-year tax records.
How Do I Know If My Transactions Are Syncing Correctly? #
Check Sync Status: Go to Settings > Bank Accounts. Each connected account shows “Last Synced” timestamp and status (Active, Syncing, Attention Required).
Sync Frequency: Tabby syncs transactions every 24 hours automatically. Professional plan users get real-time sync (every few hours). You can manually refresh anytime by clicking “Sync Now.”
What to Look For
Recent Transactions Appear: Check that your latest bank transactions (from yesterday or today) show up in Tabby.
No Duplicates: Same transaction shouldn’t appear twice. If it does, see “I’m Seeing Duplicate Transactions.”
Correct Amounts: Transaction amounts in Tabby should match your bank statement exactly.
Troubleshooting: If transactions aren’t syncing: 1) Check if bank requires re-authentication, 2) Verify your bank connection is “Active” not “Disconnected,” 3) Try manual “Sync Now” button, 4) Contact support if issue persists beyond 48 hours.
Can I Try Tabby Before Committing to a Paid Plan? #
Free Plan Available: Yes! Tabby offers a free plan so you can explore the platform with limited features before upgrading. Perfect for testing if Tabby fits your workflow.
What’s Included in Free: Limited bank connections, basic AI categorization, transaction viewing, simple reports. Great for evaluation, not for long-term use.
Free Trial for Paid Plans: Professional plan includes a 14-day free trial. Try all premium features (unlimited accounts, real-time sync, advanced reports, team members) risk-free.
No Credit Card Required: Sign up for free plan without entering payment info. Only need credit card when you decide to upgrade.Money-Back Guarantee: If you upgrade and aren’t satisfied within 30 days, contact support for a full refund. We want you to be confident Tabby is right for your business.
