Help + Support

TeamFlowAI supports both PDF and CSV bank statement formats. You can upload statements from most major banks. If your bank uses a format we don't yet recognize, you can create a custom Statement Format template to teach the system how to read it.

TeamFlowAI classifies transactions in three stages: first, classification rules you've defined are applied (pattern matching on descriptions). Then, any unmatched transactions are sent to AI for suggested classifications. Finally, you can manually classify or adjust any remaining items. As you confirm AI suggestions, the system learns and creates new rules for future use.

Yes. TeamFlowAI is designed for accounting firms that manage reconciliation for multiple clients. Each client has their own statements, transactions, and classification history. You can switch between clients from the sidebar or the Clients page.

Classification rules are pattern-matching instructions that automatically categorize transactions based on their description. For example, you could create a rule that any transaction containing "ELECTRICITY" is classified as "Utilities." You can create rules manually from the Classifications page, or let the AI generate suggested rules based on your existing data.

TeamFlowAI supports exporting to CSV, Excel (XLSX), and Google Sheets. Navigate to the Movements page, apply any filters you need, and use the Export button to download your data in your preferred format.

A Statement Format is a template that tells TeamFlowAI how to extract transactions from a specific bank's PDF or CSV layout. If you upload a statement and the system cannot automatically parse it, you can create a custom format by specifying the column positions and patterns. Once saved, the format applies to all future uploads from that bank.

TeamFlowAI has three roles: Owner (full access including billing and team management), Admin (can manage clients, statements, and classifications), and Member (can view data and export reports). You can invite team members and manage roles from Settings > Team.

Yes. TeamFlowAI uses multi-tenant data isolation, meaning each organization's data is completely separated. All data is encrypted in transit and at rest. Bank statements are processed securely and we do not share your financial data with third parties.

If a statement shows a "Failed" status, it usually means the system could not extract transactions from the file. Check that the file is not corrupted or password-protected. You may need to create or adjust a Statement Format for that bank. Try re-uploading the statement after making changes. If the issue persists, contact our support team.

The Balance page generates a summary of all classified transactions for a client, grouped by account category. You can filter by client, fiscal year, calendar month, or custom date range. This gives you a quick overview of the financial position based on the reconciled bank statements.