Help and setup support

Get unstuck without needing to be a software person.

TradeProfit support is meant to help owners, admins, bookkeepers, and field managers understand the daily money workflow in plain language.

Setup helpBilling questionsCSV import helpBank connection safety

Support contact

Email support@tradeprofit.app with the page you were on, what you expected, and what happened.

Setup help

Get help choosing a plan, finishing onboarding, adding first jobs, and deciding whether to connect a bank or start with CSV uploads.

Money workflow help

Get help understanding daily cash, transaction matching, reconciliation, job profit, and reports inside TradeProfit.

Billing help

Get help with plan changes, Stripe checkout, billing portal access, and what happens when a subscription becomes inactive.

Data questions

Get help understanding where company records live, what is gated by subscription, and what TradeProfit does not delete automatically.

Safe support rules

What support will and will not do

Good support builds trust by being clear about limits. TradeProfit can explain app workflows, but it should not ask for bank passwords or replace professional accounting advice.

Try demo first Review security

Can TradeProfit help me set up my first company?

Yes. The first setup goal is simple: add your company, choose your trade, create or review sample jobs, then decide whether to upload transactions manually or connect a bank.

Can support give tax or accounting advice?

No. TradeProfit can explain how the app calculates daily cash, job profit, and gross margin. Use your accountant or CPA for tax, legal, and formal accounting decisions.

What should I send when asking for help?

Send the page you were on, what you expected to happen, what actually happened, and whether you are using manual CSV upload or a bank connection.

Will support ask for my bank password?

No. TradeProfit support should never ask for your bank password. Bank connection is handled through Plaid, and bank tokens stay server-side.

Owner-friendly support

Ask for help before bad data turns into bad decisions.

Support never needs your bank password

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