FAQ

Do I have to connect my bank?
No. Keelset works from CSVs, PDFs, or spreadsheets. We do not ask for bank usernames or passwords.

Is this tax advice?
No. Keelset provides planning signals and safe-harbor aware targets. Always consult your tax professional for specific advice.

What do I need to start?
Just your email and exported numbers (CSV/XLS/PDF). You can connect accounts later if you choose.

What file types can I upload?
Excel/CSV/PDF/DOC/DOCX/images, up to 25MB per file.

Can I cancel?
Anytime. Your files remain yours.

How do you handle payments?
Stripe processes payments. Keelset never sees your card number.