Adam by Tyms Questions

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Oct 8, 2025
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Q: How would I use this if I have a UK bank account? Would it work if I manually add the bank account?

Does it only work for US bank accounts?

ninafogdenninafogden
ninafogden

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Oct 7, 2025
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Q: no credits

I have a small business and need basic bookkeeping. Im worried that if I run out of credits in a month, I won't be able to do bookkeeping on your platform. In the worst case scenario, I can just treat Adam as a replacement for QB and do all the work manually and not worry about credits?

apassalaapassala
apassalaPLUS

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Oct 7, 2025

A: Hi there,

Thank you for your question.

If you're a small business needing basic bookkeeping, credit limits shouldn’t be a concern.

Each credit limit is simply a usage control designed to maintain accuracy and performance.

The only users who typically exceed their credit limits are those attempting to upload more transactions than what's expected in a single month.

New users can still upload up to 12 months of historical transactions.

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Oct 2, 2025
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Q: will you enable Canadian banks?

are you planning to enable sync Canadian banks?
thanks

nestor94nestor94
nestor94PLUS

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Oct 7, 2025

A: Hi there,

Thank you for your message.

The Canadian bank is coming soon as well. We need to finalize some requirements and cost margins before activation.

Regards

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Sep 24, 2025
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Q: So no credit card accounts or investment accounts?

Just wondering if you have a list of accounts

LetsFinanceYourFreedomLetsFinanceYourFreedom
LetsFinanceYourFreedom

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Oct 7, 2025

A: Hi there,

Thank you for your question.

As long as the account is available with your bank, you can manage it with Adam.

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Oct 7, 2025
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Q: Australian bank sync??

Are you planning on adding sync to Australian banks? I would love this product but it's limited to USA banks only

KatieLovesTechKatieLovesTech
KatieLovesTech

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Oct 7, 2025

A: Hello there,

Thank you for your question.

We are working on Australia bank sync.

Very close now.

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Sep 20, 2025
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Q: Credit cards or investment banks

Does Adam sync credit card accounts or helps with investment account like trading like Schwabs, fidelity, interactive broker accounts?

Maybe future features? Previous Appsumo deals offer that. Just wondering

LetsFinanceYourFreedomLetsFinanceYourFreedom
LetsFinanceYourFreedom

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Sep 22, 2025

A: Hi there,

Thank you for your message.

Any account managed with a corporate bank can be synced.

Regards

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Sep 13, 2025
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Q: What would cost be if we need additional credits in the month? Do unused credits roll forward if unused?

f0b4a1a457e04f859aa8e071238f0c7df0b4a1a457e04f859aa8e071238f0c7d
f0b4a1a457e04f859aa8e071238f0c7dPLUS

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Sep 13, 2025

A: Hello there,

Thank you for your question.

Credits expire after 30 days; subscribers get fresh credits generated every month.

Additional credits cost $0.40 per credit and also expire after 30 days.

For small business accounting, Tier 3 is estimated to be sufficient, and other Tiers too, based on the size of the business.

Thanks

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Sep 10, 2025
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Q: Categorizing Accounting by Clients

I have a digital marketing agency, and at any time have between 10-20 clients. Sometimes clients leave, and sometimes I get clients. I would like to be able to categorize expenses and income by client, so I could then ask Adam, how much money did I make off XYZ client. I'd also like to see a dashboard where I can see the money I've made or lost, broken down by client. Is this possible?

104033418513756417090104033418513756417090
104033418513756417090

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Sep 11, 2025

A: Hi there,

Thank you for your question. Client or vendor transaction tagging is possible, and you can ask the AI agent to tell you how much you've spent or earned from each client.

You can also prompt the creation of a dashboard that shows revenue by customer and expenditure by vendor.

Thanks

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Sep 7, 2025
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Q: Can I migrate replace Fresbooks by Adam and easily migrate data from Freshbooks to Adam ?

louis-philippelouis-philippe
louis-philippe

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Sep 11, 2025

A: Hello there,

Adam's main strength is in accounting and helping you close your books.

The decision to migrate from or replace FreshBooks depends on the core features you're using in FreshBooks.

If you need simplified accounting where you just upload your data and it prepares your financials, you can migrate to Adam and replace FreshBooks. However, if your main focus is invoicing, that is not a primary or core feature of Adam, even if it is available.

We do not have integrations with FreshBooks for automated migration, but you can switch from FreshBooks to Adam.

Thanks

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Aug 23, 2025
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Q: Too heavy on credits

I imported a 10-page transaction, and it depleted my 50 credits instantly. Does it really work that way? It'll really become expensive for us if this will be the case. This is just 1 bank. We have 4 banks.

theryansalvadortheryansalvador
theryansalvador

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Aug 24, 2025

A: Hello there,

Thank you for your message.

10 pages of transactions by default will consume 10 credits if PDF or Image but 0 credits if CSV or xlsx.

Each transaction processing costs 0.25 credit, which means 100 transactions will cost 25 credits.

If you have 50 credits, that means it is Tier 1; the credits are allocated every month.

If you are bringing in a backlog of data and managing up to 4 banks with the same volume, Tier 1 is not recommended for such volume.

Also, you can use the “Need help” button to initiate an instant live chat with support to help review the "10 pages consuming 50 credits" claim. As by design, not sure how a single upload can consume all the 50 credits unless some other credit-based feature is being used.

Please chat with support for further guidance and assistance; also, there is an FAQ below on how credits are being charged and how you can manage the credit usage.

Thanks

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Aug 31, 2025
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Q: TD Canada

Am I able to link my business account from TD Canada?

StreetfamzStreetfamz
StreetfamzPLUS

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Sep 1, 2025

A: Hello there,

Thank you for your message.

Auto-connection to banks in Canada is not available at the moment.

However, the system can be used globally; the bank feed sync is currently limited to the US.

Regards

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Aug 31, 2025
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Q: I cannot get past the Quickbooks integration - Email Verification Required

I cannot get past the Quickbooks integration - Email Verification Required
However no email is sent from Adams or Quickbooks for me to verify!

Please advise a fix here

gurpreengurpreen
gurpreenPLUS

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Sep 1, 2025

A: Hello there,

Thank you for raising this question here also.

We are currently investigating this with QBO support.

Please give us a few hours to get back to you with a final resolution.

This will allow us to recommend an alternative approach for you.

Sorry for the inconvenience.

Regards

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Aug 25, 2025
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Q: Multiple companies

Hi
I love the idea, but I have 4 companies, and I would need to manage the accounting individually.
Can I have multiple companies in Adam?

nielsenonlinenielsenonline
nielsenonline

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Aug 26, 2025

A: Hi there,

Thank you for your question.

Yes, you can manage multiple companies with a single account.

When you activate your license, you will be able to set up your first business.

You can add more businesses to your profile, and when you purchase another license, you only need to log in and activate the license for those businesses.

Regards

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Aug 19, 2025
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Q: Default Currency

I see that in the settings that ‘default currency’ can only be changed once?

There was no warning about this when filling out the initial registration.

Is there any technical reason for this? Can I full reset my account if needed?

Also, if we register two licenses under the same email/account - are we able to decouple them later (two separate log ins) without manual intervention?

Thank you!

Misty60110Misty60110
Misty60110

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Aug 19, 2025

A: Hello there,

Thank you for the question.

The base currency is linked to a business upon registration and configuration of the business accounting setup in the software.

Although you can record entries in different currencies, there must be a base currency for the business's primary transactions, which is also used for reporting and as a conversion basis for other trading currencies.

Also, licenses are per business, and you can add multiple businesses inside one user account. You are able to invite another person as an Admin team member under each business should you want to transfer.

To detach yourself from the account and switch ownership, you will need to use the live chat under “Need help” for technical support manual intervention.

Also, for a quick help around account review or changing the base currency (if no record has been entered), please use the live chat in the app to get a personnel to help with the best possible solution.

Warm regards

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Jul 11, 2025
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Q: Bank Support

Which banks do you integrate with? Do you have a list I can review to see if my bank is compatible?

bwl772bwl772
bwl772

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Jul 11, 2025

A: Hello,

Thank you for your question.

We use Stripe Financial Connections to connect with banks.
You can search for your bank using the following link:
https://docs.stripe.com/financial-connections/supported-institutions

Approximately 95% of banks in the U.S. are supported.

Best regards

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Jul 11, 2025
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Q: Spain support

Does the future roadmap include support for Spanish, with a Spanish bank account and the Spanish language?

Eli.MediaEli.Media
Eli.MediaPLUS

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Jul 11, 2025

A: Hi there,

Thank you for your question.

French, Arabic, and Italian are currently on our roadmap.
We’ll consider adding Spanish support based on demand.

Best regards

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Aug 6, 2025
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Q: Is the accountant considered a team member?

Is our Accountant considered a team member?
We only use an Accountant once a year and they do not make any changes to our accounting package, they can be considered as read-only.
Are they considered a team member?
Also, we are a small community association and, as such, there are new Office bearers elected each year (President, Treasurer, Secretary). Can we change team members as required?

s099s099
s099

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Aug 6, 2025

A: Hello there,

Thank you so much for your question.

The team member feature makes it possible for you to give another user access to a business without sharing your password.

The current version automatically grants access to everyone, similar to Admin.

We are working on the ability to assign roles such as admin, editor, and viewer for each member, and also being able remove them.

This additional function is on the roadmap and expected to be live before September 30th, 2025.

Let me know if you need additional information.

Regards

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Aug 5, 2025
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Q: I have a security concern

It looks like Adam does not MFA, are you guys planning to implement this? if yes how soon? ATA?

luisgluisg
luisgPLUS

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Aug 5, 2025

A: Hi there,

Thank you for your question.

The current layer is session expiration, but MFA is 100% on the roadmap and is expected to be implemented by August 31, 2025.

Thank you for bringing this up.

Regards

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Aug 5, 2025
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Q: Question about Credits

I just started using Adam and I invited 2 members to use Adam and it used credits. Is that that way it will work? looks like everything use credits even with invitations. All action consume credits? thanks

luisgluisg
luisgPLUS

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Aug 5, 2025

A: Hello there,

Thank you for your question.

Please note that the only actions that use credits are creating any form of transactions, chatting with the AI agent, per-page processing of PDF documents, and connecting more bank accounts than the limit of your plan, which results in 15 credits being deducted monthly.

Credits are replenished after 30 days.

Please feel free to chat with us via the live chat if you notice any outage or excessive use of credits, so we can help you review your usage and suggest ways to save credits.

Our credit deduction system is not aggressive; it is simply a usage control across plans while allowing access to all features.

Let me know if this helps.

Regards

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Aug 4, 2025
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Q: Importing Invoice

Hello — I am aware that importing bank statements uses credits.

However, does importing invoices also require credit usage?

HLMHLM
HLMPLUS

Verified purchaser

Founder Team
ibrahim_from_tyms

ibrahim_from_tyms

Aug 4, 2025

A: Hello there,

Thank you for your question.

Every form of transaction or consumption on the platform costs credits.

The platform design is not based on feature restrictions but on usage capacity regulation around credit limits.

Credits are not charged only when an update or deletion is made.

However, every user can access most of the features, regardless of the plan.

Thanks

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