It’s our goal to ensure each and every business owner has a consistently positive and empowering experience with the financial aspects of running their business. If there’s anything we can do to improve your experience, please let us know. We are dedicated to finding the best solution for you.
If you haven’t already, you can also talk to your team about setting up a standing call on a monthly or quarterly basis. This regular check-in is helpful for staying on the same page when it comes to deadlines, projects, and accounting maintenance.
To cancel your account, contact your primary inDinero contact (either your Assistant Controller or Controller) directly. You can do this from your inDinero Help Center or give us a call at 855-463-4637.
Please be aware that there is a 60-day cancellation policy and fee (outlined in your engagement letter). This allows us to close your books for the current month, help you or your new accountant(s) with off-boarding and migration, preparation of a data-migration packet, etc. Essentially, we want to make sure you have a smooth transition if you choose to leave.
Did you know you can put your inDinero account on hold?
We understand you may experience unforeseen circumstances that affect your budget. If this comes up, you do have the option of pausing all support service but keeping your account open for $150 a month. This means our system will continue to pull and auto-categorize transactions and you will still be able to access reports and in-app functionality while saving your company money for a short-term period. To place a hold on your inDinero account, or learn more about other cost-saving options, contact your team from your inDinero Help Center.