FAQ

Short answers, each linking to the page with the detail. /faq on superbooks.io and app.superbooks.io, and faq.superbooks.io, all lead here.

Is the free plan really free?

Yes. The Free plan costs US$0, needs no card, and is not a trial. Starter is US$19/month and Pro is US$49/month, billed in US dollars with yearly billing available and a 30-day money-back guarantee. The price you start on stays yours while you keep the subscription. Details on the pricing page.

How does SuperBooks connect to my bank?

Through Plaid, read-only. SuperBooks never sees your online-banking password, cannot move money, and receives only transactions and balances for the accounts you choose in the Plaid window. Disconnecting an account in Settings revokes the connection. The security page covers what is stored and where.

My bank is not in the list. What now?

Plaid covers most banks in the United States and Canada. If yours is missing, the Wave CSV import route works for any bank that exports a statement: map the columns once and SuperBooks categorises the rows the same way it does live transactions.

Can I move from Wave, QuickBooks or a spreadsheet?

Wave: yes, by CSV; Migrate from Wave walks through both of Wave's export routes and what carries across. Any other tool that can export transactions as CSV works the same way. Customer and invoice history is recreated from your first invoices rather than imported.

How do invoices get sent, and can customers pay online?

Invoices are emailed from SuperBooks with a hosted, always-current copy the customer can open, download as PDF, and pay from when a payment link is configured. Status (sent, viewed, paid, overdue) is tracked on the invoice itself, and matching bank transactions are reconciled against it automatically.

Is my data locked in?

No. Transactions, invoices, customers and documents can be exported from the app at any time, and everything the app can show is also readable through the API with your own key. Deleting your team deletes its data; the privacy policy states the retention periods.

Where do I get an API key, and what can it do?

In the app under Settings → Developer ( app.superbooks.io/settings/developer). Keys carry scopes: a Read Only key can only read, and destructive operations need two separate approvals. Authentication explains the scope vocabulary; the Quickstart makes the first call.

How do I use SuperBooks from Claude, ChatGPT or my coding agent?

SuperBooks is a remote MCP server at https://api.superbooks.io/mcp with 45 tools. Claude and other OAuth-capable clients sign in through a consent screen; clients that want a header use an API key. For a coding agent, copy the sentence from Onboard your agent and paste it in; the agent sets itself up. For a chat client, follow Connecting AI clients.

What are the API limits?

120 requests per minute per credential. A 429 response carries a Retry-After header. Rate limits has the full table and the headers to read.

Something is down, or I need a human.

The live status page is at status.superbooks.io. For anything else, email [email protected] or ask in the Discord; billing questions go to [email protected].