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...
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.
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?
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
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Q: Can I migrate replace Fresbooks by Adam and easily migrate data from Freshbooks to Adam ?
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...
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
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
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Q: TD Canada
Am I able to link my business account from TD Canada?
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
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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?
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.