Faqs

General

How secure is my firm and my client’s financial data?

Very secure. All data exchanged with the Bloomtri platform is end-to-end encrypted during transmission using OAuth 2.0 via the QuickBooks API. All data stored on Bloomtri servers is encrypted at rest, and one-way hashed using SHA-256. Our customer website employs SSL encryption using TLS version 1.2 with AES 256.

Client Interface

Can my client choose from their GL category and vendor lists like my staff can in the Classifier tool?

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!

Does my client need to sign up for a Bloomtri account to provide me memos for uncategorized expenses?

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.

Can I edit my client’s responses and communicate with them through the QuickBooks memo?

No. That is not presently a feature of our tools.

When do the weekly e-mail notifications go out?

1. Every 7 days
2. Initial e-mail will go out on the night you set-up weekly notifications
3. CHANGE: Sent every Sunday

How do I manually send an e-mail notification to my client?

1. Set-up client e-mail on client mgmt page
2. Click the green envelope on the classifier page to send the e-mail

Can I customize the branding of the tool to show my logo in the e-mails and client view of the tool?

Custom branding is not currently built into the software but could be negotiated.

Can I customize the content of the e-mail notifications that my clients will see?

No. The templates/format used are not currently customizable.

How do my clients access their uncategorized transactions?

1. From the link in their e-mail notifications
2. Passwordless log-in
3. Bookmark the tab

Classifier

What data is Bloomtri accessing?

The information retrieved/synchronized is directly related to the types of reports configured for your account. Typically, this information includes the same data that would be available from within the Quickbooks general ledger, P&L, Balance Sheet and other reports.

Does Bloomtri add transactions into QBO?

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.

What types of transactions does Bloomtri sync and display from 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.

When does the auto sync happen?

6:30 AM UTC → 11:30 PM PST

What data is the classifier hint using to suggest GL categories & vendors?

Pattern matching and machine learning algorithms are used to suggest matches between the defined categories & vendors with the transaction description.

What data is the auto-classifier using to determine a category?

Pattern matching and machine learning algorithms are used to suggest matches between the defined categories with the transaction description.

Can I customize the period of data that the classifier tool is using to find hints or auto classify transactions?

Not at this time.

What happens to transactions in a closed period?

Bloomtri can’t access/update data from closed periods. Uncategorized data gets auto archived within the classifier when periods get closed in QBO.

How do I know that the tool is working and the suggested data is correct?

Check out the Quality Check tool!

Quality Check

Does Bloomtri provide a way to fix the issues in each test through the application?

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.

Will it actually help my visitors answer general questions?

Bloomtri can send an e-mail with Quality Check results once per week.

Pricing

What happens if I use more than my allotted transactions for my monthly price tier?

Additional transactions will be charged at $0.10 per transaction classified.

I have a lot of clients. How much does it cost for me to add each client?

Bloomtri allows users to have as many clients as they want at no extra charge. Pricing is based on overall transaction volume.

Frequently Asked Questions

General

Client Interface

Classifier

Quality Check

Pricing

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