Answers to commonly asked questions
Not currently. The client interface is meant to be a simple platform where clients can simply type a description of the transaction without needing to know the accounting principles behind how it should be allocated. We leave that to the professionals!
No. Your client will receive an email with a passwordless login link. Once they click the link to enter the app, they will have the option to set up an account, or they can continue using passwordless login links that we will send out weekly.
1. Every 7 days2. Initial e-mail will go out on the night you set-up weekly notifications3. CHANGE: Sent every Sunday
1. Set-up client e-mail on client mgmt page2. Click the green envelope on the classifier page to send the e-mail
Custom branding is not currently built into the software but could be negotiated.
1. From the link in their e-mail notifications2. Passwordless log-in3. Bookmark the tab
Bloomtri helps to classify or reclassify transactions that have already been added into QBO. However there are ways to do more advanced categorization using the Bloomtri auto-classification tool and utilizing rules within QBO.
Currently, the Bloomtri tool will display bills, credit card expenses and bank expenses in the Classifier. Soon we will be able to sync journal entries and deposits as well.
6:30 AM UTC → 11:30 PM PST
Not at this time.
Bloomtri can’t access/update data from closed periods. Uncategorized data gets auto archived within the classifier when periods get closed in QBO.
Check out the Quality Check tool!
Partially. The Account/Vendor Details test results can be resolved by reclassifying transactions using the Classifier tool. However most of these tests are meant to present issues in the accounting that will need to be addressed with adjustments in QBO.
Bloomtri can send an e-mail with Quality Check results once per week.
Additional transactions will be charged at $0.10 per transaction classified.
Bloomtri allows users to have as many clients as they want at no extra charge. Pricing is based on overall transaction volume.
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