Automations Tab

• How do I edit a pre-existing automation?
• What do the notifications mean? (Hedgi Pro)
• What does the acceptance rate mean?

Bookkeeping Tab

• How do I categorize transactions? How does Hedgi AI?
• How do I edit my financial account information?
• How do I exclude a transaction?
• How do I get new transactions to update?
• What is a multiple match in bookkeeping automation?
• What is a single match?
• What is the account card?
• What is the automations button?
• Where can I see all of my vendors?
• Where can I see unreviewed transactions?
• Why would there be no match?

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FAQs

• Am I able to generate 1099s?
• Am I able to send invoices and pay bills?
• How do I apply for managed services?
• How do I create an automation?
• How do I export data?
• How do I reconcile?
• What categories are you using for bookkeeping?
• What data do you use from my categorization choices?
• What is a Chart of Accounts?
• What is the Hedgi risk slider?
• Why is the bank balance not updating every day?

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Getting Started

• Am I able to manually update data?
• How do I connect directly to my bank?
• How do I upload a CSV?
• Navigating the User Interface
• Reviewing the demo environment
• Setting up your Hedgi Account
• Welcome to the Hedgi Help Hub!

Reports Tab

• Reviewing the balance sheet
• Reviewing the profit and loss statement
• What do benchmarks mean on the P&L?

Transactions Tab

• How do I create tags?
• How do I make a journal entry?
• How do I view tags?
• What does that red flag mean?
• What does the benchmark mean?
• Where is the general ledger?

Vendors Tab

• Why are the totals showing next to my vendor's name?
• Why are there Hedgi AI vendors? What about my vendors?