Frequently Asked Questions From Tabby
How does Tabby’s AI learn my business over time?
Tabby’s engine observes how you interact with suggestions — which categories you accept, reject, or edit — and correlates those decisions with vendor names, transaction timing, and historical behavior. Over time, it builds a personalized financial profile that improves categorization accuracy, anticipates seasonal shifts, and surfaces insights unique to *your* business model — not a one-size-fits-all template.
Does Tabby access or store my banking passwords?
No — and it never will. Tabby uses Plaid and similar certified financial data networks to establish encrypted, read-only connections. Your login credentials remain solely with your bank. Tabby only receives anonymized, aggregated transaction metadata — never your password, PIN, or full account number.
Can Tabby handle multiple businesses or side gigs?
Yes. Tabby supports unlimited business profiles under one account. You can tag transactions to specific ventures (e.g., “Web Design LLC”, “Photography Side Hustle”), apply different tax settings per entity, and generate consolidated or siloed reports — ideal for creators, consultants, or gig workers diversifying income streams.
Is Tabby suitable if I’ve never used accounting software before?
Absolutely. Tabby replaces jargon with plain-language explanations, replaces double-entry logic with visual workflows, and replaces manual rules with intelligent defaults. Everything — from dashboard metrics to deduction alerts — is designed for business operators first, accountants second. If you can send an email, you can master Tabby.
When will I see my first organized report after connecting accounts?
Within seconds. Once your accounts sync (typically under 60 seconds), Tabby populates your dashboard with categorized transactions and summary charts. Within 24 hours, your first full Profit & Loss and expense heatmap are ready — and they update live as new transactions post. No waiting. No guessing. Just clarity — on day one.
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