Open the AI bookkeeper
Ask the bookkeeper about your books.
How can we help?
Browse the guides, or contact support.
Check AI usage
Open the AI usage screen.
Find the audit log
Open the company audit log.
Check backup status
See kept backups and setup status.
Find banking settings
Open banking settings.
Find budgets
Open the budget screen.
Find your chart of accounts
Open the accounts used in your books.
Find company settings
Open the company settings screen.
Contact Ulix support
Get help and follow a support report.
Find your customers
Open the customer list.
Where customer payments go
Invoice payments use your own Stripe account.
Delete your account
Review what will be removed before confirming.
Find company documents
Open the document manager.
Find financial reports
Open the report catalogue.
Find your bank accounts
Open Banking for the active company.
Find your bills
Open the bill list.
Find your invoices
Open the invoice list.
Find journal entries
Open the journal entry list.
Lost your two-step sign-in device
Use a recovery code or contact support.
Manage your subscription
Find current plan and billing options.
Investigate a reconciliation difference
Ask the bookkeeper to investigate a difference.
Find notification preferences
Open notification settings.
Access for people recording their own time
Narrow a team member to the work they need.
Find company ownership transfers
Open the transfers screen.
Understand roles and permissions
A role is a ceiling; area access can narrow it.
Privacy requests
Where to ask about your personal data.
Find products and services
Open the product list.
Find your projects
Open projects in the active company.
Find receipts
Open the receipts screen.
Start a bank reconciliation
Use your bank statement dates and ending balance.
Report a problem
Report an issue from inside Ulix.
Reset your password
Request a password reset link.
Review AI reconciliation suggestions
Review before posting to your books.
Find your schedule
Open the scheduling screen.
Invite your team
Roles and access presets control what people can do.
Terms of Service
Find the terms that apply to Ulix.
Find time tracking
Open time tracking for the active company.
Find your vendors
Open the vendor list.
Reconcile a bank account with AI
A timestamped walkthrough of reviewing suggestions and reconciling a statement.
Correct a bank category suggestion
Review the right account before posting.