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frequently asked questions

find quick answers to common questions

can i connect my email inbox?

direct email connectors are currently disabled while we focus on shared workspace automations. upload PDFs or sync bank activity instead, and we'll extract the details automatically.

how does invoice processing work?

import invoices via secure upload or bank sync. zero will parse the document, fill in payment details, and queue follow-up actions in your workspace.

is my data secure?

yes! we use bank-level encryption and never store your email credentials. all data is encrypted in transit and at rest.

can i export my data?

yes. exports are available from the dashboard and reporting views so you can pull activity into your own models.

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