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.
Q: will you enable Canadian banks?
are you planning to enable sync Canadian banks?
thanks
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Q: So no credit card accounts or investment accounts?
Just wondering if you have a list of accounts
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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
ibrahim_from_tyms
Sep 22, 2025A: Hi there,
Thank you for your message.
Any account managed with a corporate bank can be synced.
Regards
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Q: What would cost be if we need additional credits in the month? Do unused credits roll forward if unused?
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
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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?
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