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?
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?
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.
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.
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.
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.
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.
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?
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.
Hope that there are improvements in this area, especially for a fresh account. Considering that the account will likely be set up initially without an accountant present.
Your product looks promising overall. Just e.g. with solutions like Xero I’ve never felt like my data was out of my control.
If I start testing, I’m afraid of doing some mistake that won’t be reversible later by a bookkeeper.
The tag on our system is used to generate an email address used to communicate with the AI, just like creating a Gmail account. You can't edit the username as it is destructive.
Our measures are for safety; if you make a mistake, reach out to our support, and we will review, recommend, and help. The objective is to ensure people's books get organized even if they are not accountants.
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.
Hi, thank you for the information. I wanted to check if my Stripe account is currently connected to my bank account in Spain and whether it's compatible with Stripe Financial Connections. Could you please confirm?
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?
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
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.
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?
Verified purchaser
Share Adam by Tyms
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?
Verified purchaser
ibrahim_from_tyms
Oct 7, 2025A: 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.
Share Adam by Tyms
Verified purchaser
So, if I run out of credits, I can continue to go about my bookkeeping, but maybe it would be manual or whatever?
Q: will you enable Canadian banks?
are you planning to enable sync Canadian banks?
thanks
Verified purchaser
ibrahim_from_tyms
Oct 7, 2025A: 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
Share Adam by Tyms
Q: So no credit card accounts or investment accounts?
Just wondering if you have a list of accounts
Verified purchaser
ibrahim_from_tyms
Oct 7, 2025A: Hi there,
Thank you for your question.
As long as the account is available with your bank, you can manage it with Adam.
Share Adam by Tyms
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
Verified purchaser
ibrahim_from_tyms
Oct 7, 2025A: Hello there,
Thank you for your question.
We are working on Australia bank sync.
Very close now.
Share Adam by Tyms
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
Verified purchaser
ibrahim_from_tyms
Sep 22, 2025A: Hi there,
Thank you for your message.
Any account managed with a corporate bank can be synced.
Regards
Share Adam by Tyms
Q: What would cost be if we need additional credits in the month? Do unused credits roll forward if unused?
Verified purchaser
ibrahim_from_tyms
Sep 13, 2025A: 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
Share Adam by Tyms
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?
Verified purchaser
ibrahim_from_tyms
Sep 11, 2025A: 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
Share Adam by Tyms
Q: Can I migrate replace Fresbooks by Adam and easily migrate data from Freshbooks to Adam ?
Verified purchaser
ibrahim_from_tyms
Sep 11, 2025A: 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
Share Adam by Tyms
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.
Verified purchaser
ibrahim_from_tyms
Aug 24, 2025A: 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
Share Adam by Tyms
Yup lost me here, it's too expensive.
Q: TD Canada
Am I able to link my business account from TD Canada?
Verified purchaser
ibrahim_from_tyms
Sep 1, 2025A: 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
Share Adam by Tyms
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
Verified purchaser
ibrahim_from_tyms
Sep 1, 2025A: 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
Share Adam by Tyms
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?
Verified purchaser
ibrahim_from_tyms
Aug 26, 2025A: 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
Share Adam by Tyms
Verified purchaser
Sorry, but I am not sure I understand. Which Tier do I have to buy to manage multiple companies?
Verified purchaser
Hello there,
Thank you for your response.
Pricing is per organization; each Tier purchased is for a single organization or company.
To manage multiple companies, you will buy a license for each company based on the needs and capacity of each.
Thanks.
Verified purchaser
Just to clarify: does one license cover multiple companies, or do I need one license per company if I want to manage 4 companies under one login?
Verified purchaser
You need one license per company.
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!
Verified purchaser
ibrahim_from_tyms
Aug 19, 2025A: 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
Share Adam by Tyms
Thank you for your help.
The business tag seems to only be changable once also. Which is auto generated from the business name input during redemption.
My second license is for a company that has not been incorporated yet.
But to redeem I need to input data that either cannot be changed later or has limits on changes.
I dislike arbitrary limits on being able to modify my own data.
Hope that there are improvements in this area, especially for a fresh account. Considering that the account will likely be set up initially without an accountant present.
Your product looks promising overall. Just e.g. with solutions like Xero I’ve never felt like my data was out of my control.
If I start testing, I’m afraid of doing some mistake that won’t be reversible later by a bookkeeper.
Verified purchaser
Hello there,
Thank you for your question.
Just as you stated, there are several editable information and data on the platform.
Information disabled from being edited such as the base currency are ones that if changed, could mess up the book of the business badly.
Several businesses are coming from an accounting software where their book has been messed up due to a lack of guide and control.
Verified purchaser
The tag on our system is used to generate an email address used to communicate with the AI, just like creating a Gmail account. You can't edit the username as it is destructive.
Our measures are for safety; if you make a mistake, reach out to our support, and we will review, recommend, and help. The objective is to ensure people's books get organized even if they are not accountants.
Q: Bank Support
Which banks do you integrate with? Do you have a list I can review to see if my bank is compatible?
Verified purchaser
ibrahim_from_tyms
Jul 11, 2025A: 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
Share Adam by Tyms
Verified purchaser
Hi, thank you for the information. I wanted to check if my Stripe account is currently connected to my bank account in Spain and whether it's compatible with Stripe Financial Connections. Could you please confirm?
Verified purchaser
Hello,
We are launching a Stripe integration this month that will automatically pull your sales transactions and synchronize them with the accounting system.
This integration is different from the "Stripe Financial Connection," which is designed for open banking.
Users will be notified about the new integration.
Best regards
Q: Spain support
Does the future roadmap include support for Spanish, with a Spanish bank account and the Spanish language?
Verified purchaser
ibrahim_from_tyms
Jul 11, 2025A: 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
Share Adam by Tyms
Verified purchaser
I'm also interested in support for Spanish bank accounts. Do you have any plans to include them in the future?
Verified purchaser
Hi there,
Yes, we plan to include banks in Europe and are still working on a good partnership for onboarding.
We will inform users once a new region is activated.
Regards
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?
Verified purchaser
ibrahim_from_tyms
Aug 6, 2025A: 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
Share Adam by Tyms
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?
Verified purchaser
ibrahim_from_tyms
Aug 5, 2025A: 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
Share Adam by Tyms
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
Verified purchaser
ibrahim_from_tyms
Aug 5, 2025A: 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
Share Adam by Tyms
Q: Importing Invoice
Hello — I am aware that importing bank statements uses credits.
However, does importing invoices also require credit usage?
Verified purchaser
ibrahim_from_tyms
Aug 4, 2025A: 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
Share Adam by Tyms
Thank you for your response.
Understood. How many credits are used per invoice?
Also, which features are not accessible in the Tier 3 plan?
Thanks.
Verified purchaser
Hi there,
It costs a maximum of 0.25 credit per invoice.
All the features are accessible in the tier 3 plan with the ability to have up to three (3) bank accounts on real-time sync.
Although you can have more than three (3) banks connected, each excess connection will cost an additional 15 credits per month.
If you are a small business, the credits will always be sufficient.