# IntuBu help centre

## Getting started

- [What IntuBu is](https://intubu.intuitivecapital-dai.com/docs/what-is-intubu.md): A double-entry accounting platform for small and mid-sized businesses, with industry editions and a continuous bookkeeping layer.
- [Setting up a new company](https://intubu.intuitivecapital-dai.com/docs/setup-wizard.md): Six steps: account, company details, migration, bank connection, chart of accounts, and your first document.
- [Business health score](https://intubu.intuitivecapital-dai.com/docs/business-health.md): Nine pillars, each scored 0 to 100, with the formula shown so you can reproduce it.
- [The welcome walkthrough](https://intubu.intuitivecapital-dai.com/docs/getting-started-welcome.md): What the assistant asks on your first sign-in, and how to run it again.
- [What the assistant will and will not do](https://intubu.intuitivecapital-dai.com/docs/assistant-limits.md): Two modes, what each answers from, and why some questions are refused.
- [How IntuBu compares to Acumatica](https://intubu.intuitivecapital-dai.com/docs/vs-acumatica.md): Where the two overlap, where Acumatica is stronger, and where it charges separately for things included here.
- [Migrating from another system (QuickBooks, Xero, Sage and more)](https://intubu.intuitivecapital-dai.com/docs/migration.md): Guided import from 23 systems, with a balance proof before anything is committed.
- [The help centre and the assistant](https://intubu.intuitivecapital-dai.com/docs/help-and-assistant.md): Documentation for every feature, and an assistant that answers only from it and shows its sources.

## Cash and accrual basis

- [Cash basis and accrual basis](https://intubu.intuitivecapital-dai.com/docs/cash-vs-accrual.md): Accrual recognises revenue when earned and expenses when incurred; cash recognises them when money moves. Every financial report can run either way.
- [Comparing cash and accrual side by side](https://intubu.intuitivecapital-dai.com/docs/basis-comparison-report.md): Two reports show both bases in adjacent columns with the difference broken out and explained.
- [Showing cash and accrual together on any report](https://intubu.intuitivecapital-dai.com/docs/basis-both-columns.md): A third option on the Accounting basis dropdown runs the report both ways and puts the difference beside them.

## Banking

- [Payment platforms and payouts](https://intubu.intuitivecapital-dai.com/docs/payment-platforms.md): Stripe, Square, PayPal, Venmo Business, Shopify Payments and Amazon Pay payouts imported with their gross, fee, refund and net split, so the deposit matches the bank.
- [Payment safety](https://intubu.intuitivecapital-dai.com/docs/payment-safety.md): Vendor-impersonation controls, duplicate detection and positive pay.
- [Reconciling a bank account](https://intubu.intuitivecapital-dai.com/docs/bank-reconciliation.md): Match your ledger to the statement until the difference is zero, then lock it.
- [Bank rules](https://intubu.intuitivecapital-dai.com/docs/bank-rules.md): Categorize repeat transactions automatically, in priority order.
- [Receipt capture](https://intubu.intuitivecapital-dai.com/docs/receipt-capture.md): Upload receipts to the Receipts inbox, attach them to bank lines nearby in amount and date, or create an expense straight from one.
- [Bank feed coverage and gaps](https://intubu.intuitivecapital-dai.com/docs/bank-feed-coverage.md): Feed coverage finds the date ranges where an account has no bank data, so a missing week is named rather than invisible — and points you to a statement upload to fill it.
- [The statement vault](https://intubu.intuitivecapital-dai.com/docs/statement-vault.md): Every bank statement stored against its reconciliation, so the auditor package assembles itself.
- [Connecting your bank and credit cards (Plaid)](https://intubu.intuitivecapital-dai.com/docs/bank-connections.md): Live transaction feeds through Plaid: connect a bank, map each account to the ledger, and let transactions arrive in the review queue on their own.
- [The bank review queue](https://intubu.intuitivecapital-dai.com/docs/bank-review.md): Categorise, match and record what came through the feed: suggestions with a confidence, rule matches, splits, transfers, duplicates, and nearby receipts.
- [Importing a bank export file (CSV, OFX, QIF)](https://intubu.intuitivecapital-dai.com/docs/bank-statement-import.md): Upload a CSV, OFX/QFX or QIF export, map the columns once and save the mapping as a template; duplicates are skipped and near-duplicates flagged.

## Sales and receivables

- [Products and services](https://intubu.intuitivecapital-dai.com/docs/items-catalogue.md): The catalogue behind every invoice line — what you sell, at what price, posting to which account.
- [Invoices and estimates](https://intubu.intuitivecapital-dai.com/docs/invoicing.md): Create, send, track and get paid — with progress invoicing, deposits and recurring templates.
- [Estimates and quotes](https://intubu.intuitivecapital-dai.com/docs/estimates-to-invoice.md): Quote the work, then convert the accepted estimate into an invoice or a purchase order without re-keying it.
- [Progress invoicing](https://intubu.intuitivecapital-dai.com/docs/progress-invoicing.md): Bill an estimate in stages — by percentage, by amount, or line by line — with the remainder tracked for you.
- [Recurring invoices](https://intubu.intuitivecapital-dai.com/docs/recurring-invoices.md): A saved invoice plus a schedule. Due invoices are created every 15 minutes, as drafts or emailed to the customer, and stop at the end you choose.
- [Sales orders and backorders](https://intubu.intuitivecapital-dai.com/docs/sales-orders.md): Commit stock to a customer before you ship it, and track what is still owed when you cannot ship it all.
- [Credit memos and refunds](https://intubu.intuitivecapital-dai.com/docs/credit-memos.md): Credit a customer for a return or an error, then apply it to an invoice or refund it.
- [Customer statements](https://intubu.intuitivecapital-dai.com/docs/customer-statements.md): A period statement of everything a customer owes, in balance-forward or open-item form.
- [The customer portal](https://intubu.intuitivecapital-dai.com/docs/customer-portal.md): A tokenised link where a customer can see their documents, download a statement and pay online.
- [Price levels and rate cards](https://intubu.intuitivecapital-dai.com/docs/price-rules.md): Charge different customers different prices without editing every invoice by hand.
- [Revenue recognition schedules](https://intubu.intuitivecapital-dai.com/docs/revenue-recognition.md): Bill once, recognise over time. The invoice credits deferred revenue and releases it month by month.
- [Payment reminders and dunning](https://intubu.intuitivecapital-dai.com/docs/payment-reminders.md): Up to five reminder steps before and after the due date, emailed with the PDF and a pay link — by hand or automatically every hour — and optionally texted.
- [All Sales and All Purchases](https://intubu.intuitivecapital-dai.com/docs/activity-streams.md): One stream per side of the business: every document and payment, filterable by date, type and status, each row opening the record.
- [Contact records](https://intubu.intuitivecapital-dai.com/docs/customers-vendors.md): The 360° page for a contact: open and overdue balance, lifetime revenue or twelve-month spend, days to pay, unbilled work, terms, credit limit, tax status and 1099 tracking.
- [Sales receipts](https://intubu.intuitivecapital-dai.com/docs/sales-receipts.md): A sale paid on the spot: one document that records the revenue and the money in the same step, with no receivable.
- [Proposals](https://intubu.intuitivecapital-dai.com/docs/proposals.md): A rich document a client accepts online; acceptance creates the estimate and signs the attached contract in one step.
- [Contracts and e-signatures](https://intubu.intuitivecapital-dai.com/docs/sales-contracts.md): Templates with merge fields, sequential or parallel signing, renewal reminders, and an ESIGN/UETA audit certificate with document and signature hashes.
- [Retainers](https://intubu.intuitivecapital-dai.com/docs/retainers.md): A client pre-funds work; the money is a liability until invoices draw it down, with a rollover policy for what is left at period end.
- [Subscriptions and plans](https://intubu.intuitivecapital-dai.com/docs/subscriptions.md): Plans with a price, billing interval and trial; customers subscribed to them; renewals run in batches; failed renewals go through dunning on days 1, 3, 5 and 7.
- [Emailing an invoice (Save & send)](https://intubu.intuitivecapital-dai.com/docs/send-invoice-email.md): Save & send emails the invoice from your own connected mailbox with the PDF and a link to view and pay online; without a mailbox you can mark it sent or download the PDF instead.
- [What your customer sees: accepting a proposal and signing a contract](https://intubu.intuitivecapital-dai.com/docs/customer-sign-pages.md): Each proposal and each contract signer gets a private link: the customer reads it and accepts or signs by typing their name, with no account to create. Sequential signers are emailed in turn.
- [E-invoices (Peppol BIS Billing 3.0)](https://intubu.intuitivecapital-dai.com/docs/e-invoices.md): Download a finished invoice or credit memo as a Peppol BIS Billing 3.0 UBL XML file, after checks on your company and customer details. Delivering it over Peppol needs your own access point.

## Collections

- [The collections worklist](https://intubu.intuitivecapital-dai.com/docs/collections-worklist.md): A prioritized queue of who to chase, not an aging report sorted by date.
- [Credit limits and credit holds](https://intubu.intuitivecapital-dai.com/docs/credit-hold.md): Stop new work for a customer who is over their limit or has stopped paying.
- [Promises to pay](https://intubu.intuitivecapital-dai.com/docs/promises-to-pay.md): Record a commitment, then check it against the ledger rather than taking it on trust.
- [Invoice disputes](https://intubu.intuitivecapital-dai.com/docs/disputes.md): Park a contested amount without pretending it was paid or giving it up.
- [Writing off a bad debt](https://intubu.intuitivecapital-dai.com/docs/write-off.md): Give up on a receivable properly — the revenue stays, the receivable becomes an expense.
- [Applying payments to invoices](https://intubu.intuitivecapital-dai.com/docs/cash-application.md): Suggestions that say which rule matched and how confident they are.

## Purchases and payables

- [Purchase requisitions](https://intubu.intuitivecapital-dai.com/docs/requisitions.md): An internal request approved before it becomes a commitment to a vendor.
- [Purchase orders and three-way match](https://intubu.intuitivecapital-dai.com/docs/purchase-orders.md): Order, receive, then bill — and the system refuses to let the three disagree quietly.
- [Bill approval workflows](https://intubu.intuitivecapital-dai.com/docs/bill-approvals.md): Multi-step approval by amount, vendor or account — with the audit trail that makes an approval mean something.
- [Vendor credits](https://intubu.intuitivecapital-dai.com/docs/vendor-credits.md): A credit from a supplier — apply it to an open bill or take the refund.
- [Expenses, receipts and mileage](https://intubu.intuitivecapital-dai.com/docs/expenses-mileage.md): Out-of-pocket costs, card spend and mileage — captured, coded, and billed on to a customer where they belong.
- [Paying bills](https://intubu.intuitivecapital-dai.com/docs/pay-bills.md): Pick the bills, choose the account and method, take any early-pay discount, and post the payments — printed checks queue up, external payments are marked as paid.
- [Expense claims](https://intubu.intuitivecapital-dai.com/docs/expense-claims.md): Employees submit out-of-pocket costs; policy breaks are flagged for the approver rather than blocked; approval settles the claim as a bill or through payroll.

## Inventory

- [Landed cost](https://intubu.intuitivecapital-dai.com/docs/landed-cost.md): Capitalise freight and duty into the cost of the goods rather than expensing it.
- [Bundles and kits](https://intubu.intuitivecapital-dai.com/docs/bundles.md): Sell a kit as one line and relieve every component from stock.
- [Returns (RMA)](https://intubu.intuitivecapital-dai.com/docs/rma.md): Authorise, receive, disposition and credit a customer return.
- [E-commerce sales: bringing in online store sales](https://intubu.intuitivecapital-dai.com/docs/ecommerce-sync.md): IntuBu does not connect directly to Shopify, Amazon, Square or WooCommerce yet. Payouts come in under Banking → Payment platforms and orders through Import, posting the same entries a connection would.
- [Serial numbers and lot tracking](https://intubu.intuitivecapital-dai.com/docs/serial-lot-tracking.md): Follow an individual unit or a batch from receipt to customer, with expiry dates and full recall traceability.
- [Units of measure](https://intubu.intuitivecapital-dai.com/docs/units-of-measure.md): Buy in cases, hold in eaches, sell in either — with one conversion definition doing the arithmetic.
- [Bills of material and work orders](https://intubu.intuitivecapital-dai.com/docs/bom-work-orders.md): Define what a finished good is made of, then build it — components out, finished goods in, cost carried across.
- [Stock counts and adjustments](https://intubu.intuitivecapital-dai.com/docs/inventory-counts-adjustments.md): Count what is on the shelf, post the difference, and see it as a cost rather than a silent change.
- [Receiving on the dock and directed putaway](https://intubu.intuitivecapital-dai.com/docs/warehouse-receiving.md): Receive against a PO with over/short/damaged exceptions; each line gets a suggested bin, and the ledger gets exactly the good units.
- [Waves, pick paths, packing and ship confirm](https://intubu.intuitivecapital-dai.com/docs/warehouse-picking.md): Release orders into a wave, pick in bin order with a scanner, pack into cartons, and ship-confirm so COGS posts at scan time.
- [Cycle counts by ABC against a frozen book](https://intubu.intuitivecapital-dai.com/docs/warehouse-counts.md): A monthly, B quarterly, C annually; the book quantity is frozen when the sheet is cut so a receipt mid-count is not a phantom variance.
- [The warehouse floor dashboard](https://intubu.intuitivecapital-dai.com/docs/warehouse-floor.md): What is waiting at each station — receiving, putaway, release, waves, picks, pack, ship, counts — with count accuracy and picker productivity.
- [Buying shipping labels at the pack station (EasyPost)](https://intubu.intuitivecapital-dai.com/docs/shipping-labels.md): Connect your own EasyPost account, then Buy label on a packed carton: compare carrier rates, buy, print, and refund an unused label. Postage posts to Postage & Shipping against Postage Payable – EasyPost.

## Projects and time

- [Projects and job costing](https://intubu.intuitivecapital-dai.com/docs/projects-job-costing.md): Attach income and cost to a project at header or line level and see real margin.
- [Splitting one cost across several projects](https://intubu.intuitivecapital-dai.com/docs/cost-splits.md): One cheque, several jobs: allocate the amount by percentage, hours or dollars and each job carries its own share.
- [Cost codes](https://intubu.intuitivecapital-dai.com/docs/cost-codes.md): A second dimension beneath the project, so job cost breaks down by phase or trade rather than one lump.
- [Time tracking](https://intubu.intuitivecapital-dai.com/docs/time-tracking.md): A timer or a timesheet, costed at the employee rate and billed at the customer rate.
- [Billable expenses and markup](https://intubu.intuitivecapital-dai.com/docs/billable-expenses.md): Costs incurred for a customer, passed through at cost or with a markup, and never billed twice.

## Payroll

- [Running payroll](https://intubu.intuitivecapital-dai.com/docs/running-payroll.md): Four steps — pay period, hours and earnings, preview, submit — with each employee's taxes and deductions shown before anything posts. IntuBu calculates and posts payroll; it does not pay employees or file returns for you.
- [Employees and contractors](https://intubu.intuitivecapital-dai.com/docs/payroll-employees.md): The employee record — pay type, rate, overtime, W-4, deductions, burdened cost, bill rate and work state — and the contractor list of 1099-tracked vendors with year-to-date payments.
- [Payroll tax centre](https://intubu.intuitivecapital-dai.com/docs/payroll-tax-centre.md): What payroll owes, the states your employees work in with their withholding rates, Form 941 and W-2/W-3 prepared for you to file, and recording the tax deposits you make.
- [Payroll year-to-date import](https://intubu.intuitivecapital-dai.com/docs/payroll-ytd-import.md): For a mid-year switch: load each employee's year-to-date wages and withholdings so wage limits are applied correctly and W-2s cover the whole year.

## Accounting and the general ledger

- [Registers](https://intubu.intuitivecapital-dai.com/docs/registers.md): A running bank-register view of any balance sheet account.
- [Loans](https://intubu.intuitivecapital-dai.com/docs/loans.md): Amortisation schedules that split each payment into principal, interest and escrow.
- [Closing a period](https://intubu.intuitivecapital-dai.com/docs/period-close.md): Work the checklist, set the closing date, and lock the past.
- [The chart of accounts](https://intubu.intuitivecapital-dai.com/docs/chart-of-accounts.md): Around 65 accounts seeded for your entity type and industry, with system accounts you should not delete.
- [Multi-currency](https://intubu.intuitivecapital-dai.com/docs/multi-currency.md): Invoicing and billing a customer in a foreign currency, with the gain or loss on revaluation posted for you.
- [Manual journal entries](https://intubu.intuitivecapital-dai.com/docs/journal-entries.md): The direct route to the ledger, for what no document covers — with the guardrails that keep it honest.
- [Copying transactions and lists between entities](https://intubu.intuitivecapital-dai.com/docs/entity-copy.md): Duplicate invoices, bills, journals, items or customers into other companies as drafts with their own numbers; standing mirror rules keep lists in step.

## GL automation

- [Recurring journal entries](https://intubu.intuitivecapital-dai.com/docs/recurring-journals.md): The same journal every period, posted automatically or held as a reminder.
- [Reversing entries](https://intubu.intuitivecapital-dai.com/docs/reversing-entries.md): Post the mirror image of a journal on a later date — manually or scheduled.
- [Prepaid expense amortization](https://intubu.intuitivecapital-dai.com/docs/prepaid-amortization.md): Spread a prepaid cost over the months it covers, one posting per period.
- [Cost allocations](https://intubu.intuitivecapital-dai.com/docs/allocations.md): Push pooled overhead out across departments, locations or projects by percentage, account balance, or a driver like headcount.
- [Statistical accounts](https://intubu.intuitivecapital-dai.com/docs/statistical-accounts.md): Non-financial figures — headcount, square feet, machine hours — used as allocation drivers and per-unit metrics.

## Multi-book and fixed assets

- [Depreciation methods](https://intubu.intuitivecapital-dai.com/docs/depreciation-methods.md): Straight line, declining balance, sum-of-years, units of production and MACRS.
- [Multi-book accounting](https://intubu.intuitivecapital-dai.com/docs/multi-book.md): Run GAAP, tax and internal views of the same events in parallel — one asset depreciating two ways at once.
- [Fixed assets](https://intubu.intuitivecapital-dai.com/docs/fixed-assets.md): The asset register: what you own, what it cost, what it has depreciated, and what it is worth now.

## Multiple companies

- [Running multiple companies](https://intubu.intuitivecapital-dai.com/docs/multiple-companies.md): One login, many companies, completely separate books. Switch from the dropdown at the top.
- [Intercompany transactions and eliminations](https://intubu.intuitivecapital-dai.com/docs/intercompany.md): Move money between companies in a group and remove those trades from consolidated figures.

## Taxes

- [Year-end tax package](https://intubu.intuitivecapital-dai.com/docs/tax-package.md): Everything your tax preparer asks for, assembled as one document for the right form.
- [Deduction radar](https://intubu.intuitivecapital-dai.com/docs/deduction-radar.md): Deductions your books suggest you may be missing, with what to do about each.
- [VAT and GST](https://intubu.intuitivecapital-dai.com/docs/vat-gst.md): Value-added tax, where the tax you pay on purchases offsets the tax you charge.
- [Sales tax and nexus](https://intubu.intuitivecapital-dai.com/docs/sales-tax-nexus.md): Rates by jurisdiction, economic-nexus thresholds tracked as you approach them, and returns prepared by state.
- [Quarterly estimated taxes](https://intubu.intuitivecapital-dai.com/docs/estimated-taxes.md): What to send the IRS this quarter, by safe harbour or by annualised income, with the reasoning shown.
- [1099 preparation](https://intubu.intuitivecapital-dai.com/docs/form-1099.md): Contractors tracked all year, card payments excluded, W-9s and tax IDs checked, and a readiness list of who meets the threshold. IntuBu prepares the list; it does not file 1099s or send recipient copies.
- [Sales tax: rates, the centre, and the liability report](https://intubu.intuitivecapital-dai.com/docs/sales-tax-centre.md): Where the rate comes from, which lines it applies to, what the tax centre owes versus what a period report shows, and the warning you get when no rate exists.
- [E-filing sales tax with TaxJar (E-file)](https://intubu.intuitivecapital-dai.com/docs/sales-tax-efile.md): Taxes → E-file (TaxJar) sends a period's invoices, sales receipts and credit memos to your own TaxJar account, where AutoFile files and pays the returns. Re-sending updates rather than duplicates.

## Reports

- [Scheduled report delivery](https://intubu.intuitivecapital-dai.com/docs/scheduled-reports.md): A report that arrives by email on a schedule without anyone opening the app.
- [Spreadsheet export](https://intubu.intuitivecapital-dai.com/docs/spreadsheet-sync.md): A flat, machine-shaped version of any report for Excel or Google Sheets.
- [SaaS metrics](https://intubu.intuitivecapital-dai.com/docs/saas-metrics.md): ARR, MRR, churn and cohorts derived from the ledger, so they cannot disagree with the accounts.
- [Management packs](https://intubu.intuitivecapital-dai.com/docs/management-packs.md): A cover page, your chosen reports and your commentary, generated as one document.
- [Adding a chart to a report](https://intubu.intuitivecapital-dai.com/docs/report-charts.md): Put a graph above or below any report, saved with it, re-drawn every time the report runs.
- [Budget vs actual reporting](https://intubu.intuitivecapital-dai.com/docs/budget-vs-actual.md): Budget, actual, variance in amount and percent — by account, class, project or department.
- [The custom report builder](https://intubu.intuitivecapital-dai.com/docs/custom-reports.md): Build a report from any data in the system — columns, filters, grouping and totals — then save and schedule it.
- [A live link to Excel, Power BI or Tableau (OData)](https://intubu.intuitivecapital-dai.com/docs/excel-bi-odata.md): Your books are published as a read-only OData feed. Connect Excel, Power BI or Tableau with an API key as the password, and Refresh re-reads the live ledger.

## Budgets and forecasting

- [Budget scenarios](https://intubu.intuitivecapital-dai.com/docs/budget-scenarios.md): The same year modelled several ways — base, best, worst — and compared.
- [Rolling forecasts](https://intubu.intuitivecapital-dai.com/docs/rolling-forecast.md): A projection that re-bases on actuals as each month closes.
- [Burn rate, runway and ARR](https://intubu.intuitivecapital-dai.com/docs/burn-runway.md): How much cash is going out each month, how long it lasts, and what recurring revenue is doing.
- [Cash flow planner](https://intubu.intuitivecapital-dai.com/docs/cash-flow-planner.md): What is actually going to land in the bank, and when, from the documents already in the books.
- [Can I afford it?](https://intubu.intuitivecapital-dai.com/docs/affordability.md): Whether a purchase or a hire leaves enough cash, and what that answer assumes.

## Continuous bookkeeping

- [Flux analysis](https://intubu.intuitivecapital-dai.com/docs/flux-analysis.md): Period-over-period variance with commentary that can only quote figures actually in the data.
- [Exception routing](https://intubu.intuitivecapital-dai.com/docs/exception-routing.md): Where each kind of ambiguity goes, how urgent it is, and how long it may sit there.
- [Engine performance](https://intubu.intuitivecapital-dai.com/docs/engine-performance.md): How well the automation is actually doing on your books, with every figure defined.
- [The Bookkeeping Command Center](https://intubu.intuitivecapital-dai.com/docs/command-center.md): Everything between your books and a clean close, as a pipeline with four lanes.
- [The close-readiness meter](https://intubu.intuitivecapital-dai.com/docs/close-readiness.md): A 0–100% score over the eight things that block a close, with the arithmetic shown.
- [Owner asks](https://intubu.intuitivecapital-dai.com/docs/owner-asks.md): One specific question with one answer — never a thread.
- [What the AI has learned](https://intubu.intuitivecapital-dai.com/docs/workflow-memory.md): Every learned fact in plain English, editable and switchable.
- [Confidence thresholds and evidence](https://intubu.intuitivecapital-dai.com/docs/ai-confidence.md): Nothing posts silently below the threshold, and every automated posting records why.
- [Anomaly detection](https://intubu.intuitivecapital-dai.com/docs/anomaly-detection.md): Transactions that do not look like your normal, surfaced with what makes them unusual.
- [The catch-up engine](https://intubu.intuitivecapital-dai.com/docs/catch-up.md): Months of neglected books worked oldest-first, one month at a time, with visible progress.
- [Industry benchmarking](https://intubu.intuitivecapital-dai.com/docs/benchmarks.md): Your margins, ratios and cost structure against comparable businesses, with the sample size shown.

## Industry editions

- [Funds and grants](https://intubu.intuitivecapital-dai.com/docs/funds-grants.md): Restricted and unrestricted tracking, and the statements a nonprofit actually files.
- [Industry editions](https://intubu.intuitivecapital-dai.com/docs/industry-editions.md): Seven packs that rename the product for your trade and add the screens it needs.

## API, webhooks and security

- [API keys](https://intubu.intuitivecapital-dai.com/docs/api-keys.md): Scoped, revocable keys for machine access to your company data. Shown once, stored only as a hash, and never able to reach settings, people or security.
- [Webhooks](https://intubu.intuitivecapital-dai.com/docs/webhooks.md): Signed HTTPS callbacks when something happens, with automatic retries.
- [Single sign-on (SSO)](https://intubu.intuitivecapital-dai.com/docs/sso.md): Signing in through your own identity provider (SAML) is not available yet. People sign in with their email, password and two-factor authentication.
- [Sync review](https://intubu.intuitivecapital-dai.com/docs/sync-review.md): Review a change list against the cloud books before it is applied: additions, changes, deletions and conflicts, each approved or left.

## Workspaces and access

- [Company Admin or Accounting Professional](https://intubu.intuitivecapital-dai.com/docs/account-types.md): The choice made at signup, and what changes because of it.
- [Inviting people to your books](https://intubu.intuitivecapital-dai.com/docs/invite-people.md): Add a colleague, or an outside accountant, and choose exactly what they may do.
- [Working as an accounting practice](https://intubu.intuitivecapital-dai.com/docs/firm-clients.md): Your client list, adding a client, and handing a company over to its owner.
- [The four workspaces](https://intubu.intuitivecapital-dai.com/docs/workspaces.md): Accounting, CRM, AI Employee and Marketing — one product, partitioned so nobody has to scroll past tools that are not theirs.
- [Giving people access to a workspace](https://intubu.intuitivecapital-dai.com/docs/workspace-access.md): A matrix of users against workspaces, evaluated before any other permission.
- [Seeing financial detail from CRM](https://intubu.intuitivecapital-dai.com/docs/cross-workspace-visibility.md): Cross-scope grants let a rep see a balance without giving them the books.

## CRM

- [What the CRM is for](https://intubu.intuitivecapital-dai.com/docs/crm-overview.md): A pipeline that knows what the books know — the same companies, the same money.
- [The pipeline and its stages](https://intubu.intuitivecapital-dai.com/docs/crm-pipeline.md): Stages carry a probability and explicit won/lost flags, and can require fields before a deal may move.
- [Converting a lead](https://intubu.intuitivecapital-dai.com/docs/lead-conversion.md): One step turns a lead into an account, a contact and an opportunity — and optionally a customer.
- [The customer 360 view](https://intubu.intuitivecapital-dai.com/docs/crm-360.md): One company: pipeline, invoices, cases, projects and campaigns on a single screen.
- [Support cases](https://intubu.intuitivecapital-dai.com/docs/crm-cases.md): A queue ordered by severity then by how close the promise is to being broken.
- [Linking a CRM account to an accounting customer](https://intubu.intuitivecapital-dai.com/docs/crm-accounting-link.md): Explicitly joining the two records is what makes balances, invoices and lifetime value appear in CRM.
- [Turning an opportunity into a quote or invoice](https://intubu.intuitivecapital-dai.com/docs/opportunity-to-invoice.md): One click creates the accounting document, creating the customer first if it does not exist.

## AI employees

- [What the AI employees can be asked to do](https://intubu.intuitivecapital-dai.com/docs/ai-capabilities.md): The full list of tasks, and what each one requires before it will run.
- [What the AI employees are](https://intubu.intuitivecapital-dai.com/docs/ai-overview.md): A roster of named employees whose every action is a task you can read, approve, and undo.
- [The roster](https://intubu.intuitivecapital-dai.com/docs/ai-roster.md): Named employees with explicit competence boundaries, sharing one runtime and one memory.
- [Trust and autonomy](https://intubu.intuitivecapital-dai.com/docs/ai-trust.md): Five levels deciding how much runs without a person — with limits that no level can override.
- [The controls that run before anything else](https://intubu.intuitivecapital-dai.com/docs/ai-guardrails.md): Nineteen named rules, evaluated on every task, with every result logged — including the ones that passed.
- [Approving, rejecting and undoing a task](https://intubu.intuitivecapital-dai.com/docs/ai-approvals.md): The plan is what you read before; the steps are what happened after.
- [Work that cannot be undone](https://intubu.intuitivecapital-dai.com/docs/ai-irreversible.md): Running payroll and filing a return are final, and nothing here pretends otherwise.
- [Ask your business](https://intubu.intuitivecapital-dai.com/docs/ask-your-business.md): Plain questions answered from real queries across accounting, CRM and marketing — never from a guess.
- [What the AI employees can read](https://intubu.intuitivecapital-dai.com/docs/ai-data-access.md): Twenty data sources across every module, each gated by the same workspace rules that gate a screen.
- [What the employees remember](https://intubu.intuitivecapital-dai.com/docs/ai-memory.md): Decisions, precedents and policies with their reasoning — visible, listed and individually deletable.
- [When the assistant’s reply shows a 🤖 label](https://intubu.intuitivecapital-dai.com/docs/assistant-drafted-replies.md): Some help answers are written as a reply by a language model, from the Help centre article and nothing else; the article is always one click away and every figure comes from it.

## Marketing

- [Email campaigns and sequences](https://intubu.intuitivecapital-dai.com/docs/marketing-email.md): One-off sends and multi-step sequences, with consent enforced on every path.
- [Social posts](https://intubu.intuitivecapital-dai.com/docs/marketing-social.md): Drafting, scheduling and publishing to social channels, with the same approval gate as everything else.
- [Paid media](https://intubu.intuitivecapital-dai.com/docs/paid-media.md): Ad spend recorded against campaigns, and return measured from revenue rather than clicks.
- [SEO and site audits](https://intubu.intuitivecapital-dai.com/docs/seo-audits.md): Technical and content checks on your site, with each finding tied to what it affects.
- [What the Marketing workspace does](https://intubu.intuitivecapital-dai.com/docs/marketing-overview.md): Campaigns, content and sends, attributed against revenue the ledger actually recorded.
- [Campaigns and their return](https://intubu.intuitivecapital-dai.com/docs/marketing-campaigns.md): Spend against won revenue, drawn from CRM rather than estimated.
- [Audiences and segments](https://intubu.intuitivecapital-dai.com/docs/marketing-audiences.md): Saved queries over CRM data — live or frozen — that only ever count people who opted in.
- [Consent and the suppression list](https://intubu.intuitivecapital-dai.com/docs/marketing-consent.md): A suppressed address is unreachable by every send path — checked before a send is even proposed.
- [The content quality gate](https://intubu.intuitivecapital-dai.com/docs/content-gate.md): Twelve deterministic checks a draft must pass before it reaches an approver.
- [The brand kit](https://intubu.intuitivecapital-dai.com/docs/brand-kit.md): One logo, palette, voice and boilerplate, consumed by templates, content and invoices alike.

## Field service

- [Service orders and the dispatch board](https://intubu.intuitivecapital-dai.com/docs/service-orders.md): Raise a job, put it on a technician's day, and walk it from scheduled to invoiced; the customer is told at each step.
- [Customer equipment and warranty](https://intubu.intuitivecapital-dai.com/docs/service-equipment.md): Register what you service; warranty is worked out from the install date and applied at billing, with a claim raised against the vendor.
- [Service contracts and preventive maintenance](https://intubu.intuitivecapital-dai.com/docs/service-contracts.md): Coverage, SLA and entitlements per customer; PM schedules by time or meter that raise their own service orders.
- [The technician's day: parts, labour, signature, invoice](https://intubu.intuitivecapital-dai.com/docs/service-technician-day.md): My day on a phone: on my way, arrived, parts off the truck, the labour timer, a quote on site, the customer's signature, and an invoice at completion.
- [The service dashboard, profitability and warranty claims](https://intubu.intuitivecapital-dai.com/docs/service-dashboard.md): Today at a glance — visits, unassigned, in progress, emergencies, SLA breaches, PM due, warranties expiring — plus per-order profitability and claims against vendors.
- [Routing a technician's day and site locations](https://intubu.intuitivecapital-dai.com/docs/service-routing.md): The Route button orders a technician's visits for the least driving, shows the saving, opens the route in Google Maps and can re-time the day. Sites need coordinates, which Look up finds from the address.

## Importing and exporting

- [Data tools](https://intubu.intuitivecapital-dai.com/docs/data-tools.md): Bulk create, edit, void and reverse across many records at once, with a preview first.
- [Importing income and expenses from a spreadsheet](https://intubu.intuitivecapital-dai.com/docs/csv-import.md): Drop a CSV in, check the columns we matched for you, and import — with every row you could not use listed first.
- [How columns are matched automatically](https://intubu.intuitivecapital-dai.com/docs/csv-column-matching.md): Three signals — the header, the shape of the values, and whether the values are already names in your books.
- [Saved import formats](https://intubu.intuitivecapital-dai.com/docs/csv-formats.md): Name a mapping once and the next file with the same columns maps itself.
- [Undoing an import](https://intubu.intuitivecapital-dai.com/docs/csv-import-undo.md): Every import is recorded as one act and can be reversed in full.
- [Exporting to CSV](https://intubu.intuitivecapital-dai.com/docs/csv-export.md): Every list and every report exports with one click, matching exactly what is on screen.
- [Saved export layouts](https://intubu.intuitivecapital-dai.com/docs/export-layouts.md): Choose the columns, order, labels and formats you want, then save that arrangement as the default for the screen.
- [Exporting to PDF, Excel, Word and PowerPoint](https://intubu.intuitivecapital-dai.com/docs/export-formats.md): Any list or report, in the format the reader needs — with your saved column layout applied to all of them.
- [Bringing your books from QuickBooks Desktop (IIF) or GnuCash](https://intubu.intuitivecapital-dai.com/docs/migrate-desktop-files.md): Easy Switch reads QuickBooks Desktop .IIF exports and GnuCash books directly — full history, or opening balances as of a date — then stages them for the usual review and acceptance.

## Email, calendar and chat

- [Connecting your email](https://intubu.intuitivecapital-dai.com/docs/connect-mailbox.md): Link Gmail, Outlook, Yahoo, iCloud or any IMAP or POP mailbox so messages are matched to the customers they belong to.
- [Connected app credentials](https://intubu.intuitivecapital-dai.com/docs/oauth-apps.md): Registering your own Google or Microsoft application, so people can sign in with one click.
- [Sending email from IntuBu](https://intubu.intuitivecapital-dai.com/docs/send-email.md): Messages go out through your own connected mailbox and file themselves against the customer.
- [Meetings and calendar invitations](https://intubu.intuitivecapital-dai.com/docs/calendar-invites.md): Send invitations that show Accept and Decline, and keep your connected calendar out of your booking availability.
- [Letting customers book a meeting](https://intubu.intuitivecapital-dai.com/docs/booking-pages.md): A shareable link where somebody picks a time from your real availability, with no account needed.
- [Chat](https://intubu.intuitivecapital-dai.com/docs/team-chat.md): Channels and direct messages inside the product, including guests who have no account.
- [Text messages (SMS) through your own Twilio account](https://intubu.intuitivecapital-dai.com/docs/text-messages.md): Connect your own Twilio account to text customers payment reminders and service visit notices. STOP replies are honoured automatically, and every text is logged with what Twilio said.

## Settings and administration

- [Erasing your files from the server](https://intubu.intuitivecapital-dai.com/docs/erase-files.md): Taking your backups, attachments and received files off the server — what goes, what stays, and the confirmation it asks for.
- [Backups and restore](https://intubu.intuitivecapital-dai.com/docs/backups.md): An encrypted copy of your company you hold yourself, and how to bring it back.
- [Competitor data](https://intubu.intuitivecapital-dai.com/docs/competitor-data.md): The prices and features behind the comparison page, and how to correct them.
- [Google Meet, Zoom and Teams](https://intubu.intuitivecapital-dai.com/docs/booking-meeting-types.md): Choosing where a booked meeting happens, and getting a real join link per booking.
- [Reminders and rescheduling](https://intubu.intuitivecapital-dai.com/docs/booking-reminders.md): Reminding both sides a meeting is coming, and letting people move it without emailing you.
- [Card and ACH checkout on invoices](https://intubu.intuitivecapital-dai.com/docs/online-payments.md): A Stripe checkout link on an invoice — card or bank debit — posted to the books when the money arrives.
- [Your IntuBu plan and billing](https://intubu.intuitivecapital-dai.com/docs/your-plan.md): Choosing a paid plan, how coupons are applied at checkout, and managing the card on file.
- [Choosing a look: Classic, Midnight or Linen](https://intubu.intuitivecapital-dai.com/docs/appearance.md): Three skins for the same product, switched from the dashboard or the account menu, remembered on your account.
- [Two-factor authentication](https://intubu.intuitivecapital-dai.com/docs/two-factor.md): A code from your phone as well as your password, and what to do if you lose the phone.
- [Security and compliance](https://intubu.intuitivecapital-dai.com/docs/security-settings.md): Sessions, the security log, organisation policy, and what the system does with your data.
- [Users, roles and permissions](https://intubu.intuitivecapital-dai.com/docs/permissions.md): Around 40 permission keys assigned per role, per company.
- [The audit log](https://intubu.intuitivecapital-dai.com/docs/audit-log.md): Every create, edit, delete, void and override, with before-and-after values.
- [Custom fields](https://intubu.intuitivecapital-dai.com/docs/custom-fields.md): Add your own fields to any record, then filter, report and search on them like any built-in field.
- [Attachments and documents](https://intubu.intuitivecapital-dai.com/docs/attachments.md): Files attached to any record, searchable, and included in the auditor package.
- [Desktop & Sync: what it does today](https://intubu.intuitivecapital-dai.com/docs/offline-sync.md): There is no IntuBu desktop app or offline mode today. The Desktop & Sync pages review and apply a change list against the cloud books and keep a receipt of each session.
- [The accountant and firm edition](https://intubu.intuitivecapital-dai.com/docs/accountant-edition.md): A free firm workspace: every client in one list, batch work across them, and client-ready deliverables.
- [Connecting Claude Desktop or another AI to IntuBu (MCP)](https://intubu.intuitivecapital-dai.com/docs/mcp-connect.md): Mint a token, paste one snippet, and an external AI can read and draft as you — never post, pay, send or file.
- [Governing MCP: switches, presets, tool policy and the stop button](https://intubu.intuitivecapital-dai.com/docs/mcp-governance.md): Everything is off until an administrator turns it on, class by class and tool by tool; one button stops it all.
- [Connected MCP servers: letting AI employees use your other systems](https://intubu.intuitivecapital-dai.com/docs/mcp-servers.md): Register GitHub, Notion, Linear, Slack or your own MCP server; class each tool before it can be called; writes wait for approval.
- [Feature activation: what is on, what is blocked, and why](https://intubu.intuitivecapital-dai.com/docs/feature-activation.md): Every capability with a live state — active, partial, needs config, needs infrastructure, or blocker — and the one action that unblocks it.
- [Using IntuBu in your language](https://intubu.intuitivecapital-dai.com/docs/languages.md): Twelve interface languages built in; help articles and assistant answers translated through a provider the owner sets up, cached so each sentence is paid for once.
- [Document numbering](https://intubu.intuitivecapital-dai.com/docs/document-numbering.md): Prefix, next number and minimum digits per document type; numbers are issued in sequence and a used number is never handed out twice.
- [Automations](https://intubu.intuitivecapital-dai.com/docs/automations.md): Trigger → conditions → actions: a task, a notification, an email, an approval, a field or a webhook. Automations create work for people; they never move money.
- [The automation log: what runs on its own](https://intubu.intuitivecapital-dai.com/docs/automation-log.md): Settings → Automation log lists the jobs that run automatically for your company, when each last ran, what they did recently — and a Run now button for each.
- [Connecting Twilio, EasyPost and TaxJar with your own account](https://intubu.intuitivecapital-dai.com/docs/connect-integrations.md): Each company connects its own accounts. Keys are checked with the provider first, stored encrypted, and never shown again. Only company administrators can connect or disconnect.