> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.usetabby.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Tabby FAQ bank

Answers to the questions people ask most about Tabby, the AI bookkeeping software for US small businesses. Each answer starts with the direct answer, so you can lift it into the help center, a landing page, a chatbot or a sales reply as it is.

**Last verified:** October 8, 2026
**Sources:** usetabby.com (home, pricing, security, privacy policy, terms, data retention, refund policy, affiliates), the live Tabby app, and the Tabby team's public answers on AppSumo.
**Owner:** Tabby support (support@usetabby.com)

> Answers marked **\[Confirm]** depend on a detail that is inconsistent on the website or that the team should confirm before publishing. The list of those items is in [Appendix A](https://help.usetabby.com/en/article/appendix-b-answers-to-confirm-before-publishing-2ifw8j/) and [Appendix B](https://help.usetabby.com/en/article/appendix-b-answers-to-confirm-before-publishing-2ifw8j/).

## Contents

1. [Quick facts about Tabby](https://help.usetabby.com/en/article/quick-facts-about-tabby-mnwyhh/)
2. [General information](https://help.usetabby.com/en/article/general-information-t8gtgt/)
3. [Getting started and your account](https://help.usetabby.com/en/article/getting-started-and-your-account-hwjvyh/)
4. [Banking and transactions](https://help.usetabby.com/en/article/banking-and-transactions-7x3c20/)
5. [Income, invoices and getting paid](https://help.usetabby.com/en/article/income-invoices-and-getting-paid-boh2tp/)
6. [Expenses, bills and receipts](https://help.usetabby.com/en/article/expenses-bills-and-receipts-1bmba84/)
7. [Accounting technical](https://help.usetabby.com/en/article/accounting-technical-zay95q/)
8. [Reports and tax readiness](https://help.usetabby.com/en/article/reports-and-tax-readiness-j4gk6g/)
9. [Tabby Talk, the AI assistant](https://help.usetabby.com/en/article/tabby-talk-the-ai-assistant-1ng2rgv/)
10. [Pricing and plans](https://help.usetabby.com/en/article/pricing-and-plans-tmhkoo/)
11. [Data privacy, security, terms and data retention](https://help.usetabby.com/en/article/data-privacy-security-terms-and-data-retention-13qhblx/)
12. [Tabby for accountants and bookkeepers](https://help.usetabby.com/en/article/tabby-for-accountants-and-bookkeepers-1tullzb/)
13. [Partnerships](https://help.usetabby.com/en/article/partnerships-154299g/)
14. [Affiliates](https://help.usetabby.com/en/article/affiliates-1vx2d63/)
15. [Questions by business type](https://help.usetabby.com/en/article/questions-by-business-type-1ieojzw/)
16. [AppSumo lifetime deal](https://help.usetabby.com/en/article/appsumo-lifetime-deal-99srm0/)
17. [Countries, currencies and international use](https://help.usetabby.com/en/article/countries-currencies-and-international-use-1ormfoc/)
18. [Integrations and switching from other software](https://help.usetabby.com/en/article/integrations-and-switching-from-other-software-b7h6bk/)
19. [Product roadmap](https://help.usetabby.com/en/article/product-roadmap-12mm3cl/)
20. [AI bookkeeping: common questions](https://help.usetabby.com/en/article/ai-bookkeeping-common-questions-17t4o40/)
21. [Tabby compared with other options](https://help.usetabby.com/en/article/tabby-compared-with-other-options-1gsrrh0/)
22. [Bookkeeping glossary](https://help.usetabby.com/en/article/bookkeeping-glossary-g67yxc/)
23. [Appendix A: website facts to fix](https://help.usetabby.com/en/article/appendix-a-website-facts-to-fix-vylmdg/)
24. [Appendix B: answers to confirm before publishing](https://help.usetabby.com/en/article/appendix-b-answers-to-confirm-before-publishing-2ifw8j/)