In the app
Click Support in the left sidebar to open the support panel. Describe what you're seeing and we'll respond within one business day.
What to include in a support request
- What you were trying to do — e.g., "I was uploading a spend CSV and hit an error"
- What happened — the exact error message if there is one
- Which browser and OS — especially for display issues
- Your workspace name — so we can look up your data
Response times
| Plan | Response time |
|---|---|
| Visibility | 1 business day |
| Intelligence | Same business day + dedicated Slack channel |
| Embedded | Dedicated channel + escalation path |
Common questions
My CSV upload failed — what do I do? Check the error summary on the Upload page. The most common causes are currency symbols in amount fields, mixed date formats, or column names that don't match the template.
I can't see a vendor that should be there. Make sure you've uploaded a spend CSV that includes transactions for that vendor. Use the search box on the Vendors page — the name may appear slightly differently.
I uploaded a contract but extraction found the wrong renewal date. Edit the field manually in the contract review screen. Corrected fields always take precedence over extracted values.
A team member can't log in. Check that they accepted the invitation email before it expired (7 days). If it expired, resend the invite from Settings → Team → Pending Invitations.
Can I export all my data? The audit and executive reports can be exported or shared. For a full workspace data export, contact support.