Q: I just purchsed tier 3. How do I suggest ongoing fixes to issues with the software now and after the appsumo deal?
During the initial intake of my bank accounts, some of them were categorized wrong. Once you make the change to the correct category, it takes you to the beginning of page 1 instead of keeping you on your current page.
Founder Team
ahadthecpa
Dec 25, 2025
A: Thank you for identifying this weakness; we truly appreciate every suggestion from our valuable clients. You can view our official roadmap at the link provided below. Please be assured that we are prioritizing this issue and will work to solve it as soon as possible. Roadmap Link: https://www.usetabby.com/roadmap/
I would like to connect Tabby to myt custom made CRM. would it be possible to connect via API to bring in invoices and payment status's to reduce duplicating work?
Founder Team
ahadthecpa
Dec 24, 2025
A: Hi, thanks for reaching out. We don't have an API for invoice integration right now, but it's definitely on our roadmap. We're aiming to roll it out in the next 6 to 12 months. We agree that it would be a fantastic feature to have.
Regarding importing previous invoices, that's not something we offer at the moment. We're always looking to improve, so stay tuned for updates.
1. Would this work with Australian banks like Westpac or HSBC Australia? | 2. If I use a bank account for both personal and business income and expenses, would it be able to know which one is which?
Founder Team
ahadthecpa
Dec 23, 2025
A: Hi, happy to help with your questions.
Answer 1: Tabby is currently designed for US businesses using USD. We do not have support for Australian bank connections like Westpac or HSBC Australia at the moment. However, you can still use Tabby by uploading your transactions via Excel, CSV, or PDF, and our AI will categorize them for you.
Answer 2: Yes, Tabby can identify your business and...
Hello, I have purchased Invoiless from Appsumo and I am wondering if that will integrate with Tabby? I see you are working on more features with invoices but I am considering leaving Wave altogether but want to be sure.
Founder Team
ahadthecpa
Dec 23, 2025
A: Hi, great question! Currently, Tabby does not have a direct integration with Invoiless.
Q: I just purchsed tier 3. How do I suggest ongoing fixes to issues with the software now and after the appsumo deal?
During the initial intake of my bank accounts, some of them were categorized wrong. Once you make the change to the correct category, it takes you to the beginning of page 1 instead of keeping you on your current page.
ahadthecpa
Dec 25, 2025A: Thank you for identifying this weakness; we truly appreciate every suggestion from our valuable clients.
You can view our official roadmap at the link provided below. Please be assured that we are prioritizing this issue and will work to solve it as soon as possible.
Roadmap Link: https://www.usetabby.com/roadmap/
Share Tabby
Q: Plans for API?
I would like to connect Tabby to myt custom made CRM. would it be possible to connect via API to bring in invoices and payment status's to reduce duplicating work?
ahadthecpa
Dec 24, 2025A: Hi, thanks for reaching out. We don't have an API for invoice integration right now, but it's definitely on our roadmap. We're aiming to roll it out in the next 6 to 12 months. We agree that it would be a fantastic feature to have.
Regarding importing previous invoices, that's not something we offer at the moment. We're always looking to improve, so stay tuned for updates.
Share Tabby
Q: Worldwide or US only?
1. Would this work with Australian banks like Westpac or HSBC Australia? |
2. If I use a bank account for both personal and business income and expenses, would it be able to know which one is which?
ahadthecpa
Dec 23, 2025A: Hi, happy to help with your questions.
Answer 1: Tabby is currently designed for US businesses using USD. We do not have support for Australian bank connections like Westpac or HSBC Australia at the moment. However, you can still use Tabby by uploading your transactions via Excel, CSV, or PDF, and our AI will categorize them for you.
Answer 2: Yes, Tabby can identify your business and...
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👍 I would definitely buy Tabby if you were planning to expand to Australia within the next 12 months (but I notice this is sadly not on your roadmap)
Q: Security question
Being that Tabby is cloud-based, what access do you have to our financial information, income, expenses, customers, vendors, etc.?
ahadthecpa
Edited Dec 23, 2025A: Hi, great question!
Security & Encryption: Your financial data is fully encrypted end-to-end and is securely stored in the cloud.
Bank Access: We do not store your bank login details. All bank connections run securely through Plaid, which is SOC 2 Type II & PCI-DSS compliant.
Our Access: We act as a data processor, meaning we only access and process your data to provide the services to you...
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Is all data encrypted at rest?
Q: Invoice Feature
Hello, I have purchased Invoiless from Appsumo and I am wondering if that will integrate with Tabby? I see you are working on more features with invoices but I am considering leaving Wave altogether but want to be sure.
ahadthecpa
Dec 23, 2025A: Hi, great question! Currently, Tabby does not have a direct integration with Invoiless.
Share Tabby