How can we help?
Browse answers to common questions or reach our team directly.
Common Questions
How do I create a workspace?
Sign up for a free account, complete the onboarding wizard to set your currency, fiscal year, and tax reserve percentage, and you're ready. Your workspace is private to you and anyone you explicitly invite.
Can I use multiple currencies?
Yes. SoloOS tracks each currency as a separate, independent ledger. MWK balances and USD balances are always reported separately — no automatic FX conversion is performed.
How do I upgrade to Solo or Pro?
Go to Settings → Billing tab, select your plan, choose your currency (MWK or USD), and click Upgrade. You will be redirected to PayChangu to complete payment. Your subscription activates immediately after verified reconciliation.
Are payments secure?
All payments are processed through PayChangu. SoloOS never stores card details. After payment, the transaction is verified server-side against the expected amount and currency before activation — no amount mismatch can result in a subscription being granted.
How do I cancel my subscription?
Go to Settings → Billing → Cancel Subscription. Your paid access continues until the end of your current period. After that, your workspace reverts cleanly to the Free tier. Your data is retained indefinitely.
How do I invite teammates?
In Settings → Team, enter their email, select a role, and click Send Invite. They will receive an email with a secure link to accept the invitation. No temporary passwords are ever emailed.
What roles are available?
Viewer (read-only), Manager (clients & projects), Finance (financial operations), Admin (workspace configuration), and Owner (full control including billing).
What can the AI CFO do?
The AI CFO reads your verified financial data — revenue, cashflow, tax reserves, obligations, and safety buffer — and answers questions about your financial position and strategy. It is strictly read-only and grounds every response in your actual data.
Does the AI CFO have access to my bank accounts?
No. The AI CFO only reads the financial data you have entered into SoloOS. It does not connect to external bank APIs or card networks.
Still need help?
Our team responds to every message. Use this form to reach us for billing questions, technical issues, or general feedback. You'll get an email confirmation with a ticket reference.
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