How to use Numwisely

Getting Started

Understand the app structure, sign in, and set up your workspace on day one.

• How the app is organized
• Sign in and authentication
• Personal vs business workspace

Upload

How to import files correctly and choose the right processing mode.

• Upload workflow
• Standard mode vs AI mode
• Common upload mistakes

Review

Clean, edit, and validate transactions before finalizing.

• How the Review tab works
• Category reference

Insights

Read and interpret your financial overview, charts, and spending trends.

• Understanding your Insights dashboard

Invoices

Create, manage, and send invoices to clients.

• Invoice lifecycle
• VAT and tax handling

Invoice Scheduling

Set up recurring invoice sends and monthly workflows.

• How invoice schedules work

Custom Templates

Build your invoice visual identity and reusable layouts.

• Templates and custom invoices

SMTP and Sending

Configure sender email and deliver invoices reliably.

• Invoice sending and custom SMTP

Subscriptions

Track recurring expenses and automate reminders.

• Subscriptions and recurring expenses

Business Info and Settings

Set legal business details used in invoices and communications.

• Business info and invoice settings

Troubleshooting

Diagnose and fix common issues across upload, review, invoicing, and login.

• Login and authentication issues
• Extraction and upload issues
• Invoice and email delivery issues
• Common mistakes and correct monthly workflow