Find answers to your questions, learn how to use VeriGrade effectively, and get the support you need to manage your business finances.
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Quick answers to common questions
Getting started is easy! Simply sign up for an account, complete your business profile, and connect your bank accounts. Our setup wizard will guide you through the process step by step.
Go to Settings > Bank Accounts and click "Add Account". We use bank-level security to securely connect your accounts. The process takes just a few minutes and requires your online banking credentials.
Transactions can be categorized automatically by our AI or manually by you. To manually categorize, click on any transaction and select the appropriate category from the dropdown menu.
Navigate to the Invoicing section, click "Create Invoice", add your customer details and line items, then click "Send". Your customer will receive a professional invoice via email.
We offer comprehensive reports including Profit & Loss, Balance Sheet, Cash Flow, Tax Reports, and custom reports. All reports can be exported to PDF or Excel format.
VeriGrade integrates with QuickBooks, Xero, Sage, and other popular accounting platforms. You can also export data in standard formats for any accounting software.
Step-by-step tutorials to master VeriGrade
Step-by-step guide to setting up your VeriGrade account and connecting your first bank account.
Learn how to manage, categorize, and reconcile transactions effectively.
Master the invoicing system to get paid faster and maintain professional relationships.
Understand your business finances with comprehensive reporting features.
Our support team is here to help you succeed. Get in touch through any of these channels.
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