Rollout planning
Map the first workflow to launch: bank feeds, receipts, invoice payments, reports, exports, or CPA access.
Contact
Talk through the bookkeeping workflow before rolling it out.
ficary is best evaluated against a real month-end problem. Send the workflow, blocker, or support question and keep sensitive credentials out of email.
Security and access review
Review accountant permissions, audit logging, exports, deletion, and provider readiness before onboarding a team.
Support
Send enough context to reproduce the issue: account email, affected workflow, expected result, and what happened.