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Why did my bank connection disconnect?
Bank connections automatically expire after 90 days. You’ll need to reconnect to continue sharing data.
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What’s the difference between signatory rights and POA?
Signatory rights allow a user to sign specific actions, while a POA gives broader authorization to act on behalf of the company.
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What happens after I submit my KYC?
Your information is reviewed by our team. Once approved, you can continue using the platform and access your credit limit.
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What should I do if I made a mistake in my onboarding?
You can update your information before or after submission if needed. Contact support if you need help.
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How often do I need to update my KYC?
KYC needs to be reviewed and renewed once a year, or earlier if your business details change.
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Who can sign a Power of Attorney (POA)?
Only authorized users with signing rights can sign a POA request.
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Do I still need to upload financial documents manually?
In most cases, no. Once connected, we can access your financial data automatically.
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Can I disconnect my bank account?
Yes, you can disconnect your bank account at any time from the Company page.
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How is my credit limit determined?
Your credit limit is based on factors like your financial data, transaction history, and business performance. We update it regularly to keep aligned with your business performance.
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Why is my onboarding taking longer than expected?
Delays can happen if information is missing, needs verification, or if additional checks are required.
