Help, but make it helpful

Stuck? Confused? Mildly annoyed? Our docs are here to save you from rage-Googling or yelling at your screen.

Get help with your account, troubleshoot common issues, and connect with our support team for personalized assistance.

Learn how to send, receive, and troubleshoot wire transfers and bank transfers securely.

Learn how to secure your account, recognize fraudulent activities, and protect your personal information.

Learn how to create an account, update your profile information, and manage your account settings.

FAQ

Answers to commonly asked questions about our platform

How fast can we get set up?

Most teams launch in a day using our templates. We’ll help import your existing forms, spreadsheets, or tickets.

Do you integrate with our tools?

Yes. Send updates to Slack or Teams, sync tasks to Jira/Linear/Trello, and connect HRIS and SSO with a few clicks.

Can we enforce approvals and SLAs?

You can build multi-step approvals with fallbacks, set SLA timers, and trigger escalations automatically.

Is our data secure?

We offer SSO, role-based access, audit logs, and encryption in transit and at rest. Data residency options are available on Enterprise.

Who can submit requests?

Anyone you invite: employees, vendors, or contractors. Share forms publicly or keep queues private with permissions.

Does it work on mobile?

Yes. Review, approve, and update requests from mobile web or our app—no laptop required.

Can we export our data?

Absolutely. Export to CSV/JSON anytime, or pipe updates into your own systems via webhooks.

Do you offer onboarding help?

Growth and Enterprise plans include implementation support, office hours, and best-practice templates tailored to your teams.