Frequently Asked Questions
Everything you need to know about Incremenza. Can't find what you're looking for? Contact us.
Getting Started
Can I see Incremenza before signing up?
Yes, we have a live demo account you can explore right now, no sign-up required. It shows a real business using the Command plan with full data. Explore the live demo →
What is Incremenza?
Incremenza is a complete system for running a more profitable business. It connects your financial data, customer relationships, team health, and strategic goals into one place, then surfaces what's hiding and gives you guided action. Built for small and medium businesses with 5 to 100 people.
How long does it take to set up Incremenza?
Most customers are up and running in under 5 minutes. You'll connect your Stripe, QuickBooks, and bank accounts using OAuth (no passwords required), and Incremenza will immediately start syncing your data. Your first dashboard will be ready as soon as the initial sync completes.
Do I need to install anything?
No. Incremenza is a web application that runs entirely in your browser. There's nothing to download or install. Just sign up, connect your accounts, and start using it.
What kind of businesses is Incremenza built for?
Incremenza is built for small and medium businesses with recurring revenue: agencies, consultancies, SaaS companies, gyms, subscription businesses, and any business with 5 to 100 people. If you want better visibility into your finances, customer health, and team performance, Incremenza is for you.
Can I use Incremenza if I'm not technical?
Absolutely. Incremenza is designed for business owners, not developers. If you can use Stripe and QuickBooks, you can use Incremenza. No coding or technical knowledge required.
Integrations
What integrations does Incremenza support?
Incremenza currently integrates with Stripe (billing), QuickBooks Online (accounting), Plaid (banking), Square (payments), and PayPal (payments). We're constantly adding new integrations based on customer feedback.
Does Incremenza work with QuickBooks Desktop?
Not yet. We currently support QuickBooks Online only. QuickBooks Desktop support is on our roadmap. If you need this, please let us know via the contact form.
Can Incremenza access my bank account?
Yes, but only with read-only access by default through Plaid. Incremenza can see your transactions and balances, but cannot move money, initiate transfers, or modify anything in your bank account.
What if I don't use Stripe?
Incremenza is optimized for Stripe users, but we also support Square and PayPal for payment processing. If you use a different billing system, contact us, we may be able to add support for it.
How often does Incremenza sync my data?
Incremenza syncs Stripe events in real time (new subscriptions, payments, cancellations) and syncs banking data daily. QuickBooks reconciliation runs on a periodic schedule, and you can trigger a manual sync anytime from your dashboard.
Pricing & Trial
How much does Incremenza cost?
Incremenza offers three plans: Clarity at $99/month (5 seats), Momentum at $249/month (10 seats included, $15/seat for additional up to 20), and Command at $349/month (20 seats included, $15/seat for additional up to 50). All plans include a 30-day free trial.
Do I need a credit card to start?
No credit card is required at signup. You get full access for 30 days, then choose a plan to continue.
What happens when my trial ends?
Your chosen plan begins on Day 30. All your data is preserved. If your card fails, there's a 7-day grace period before your account is paused.
Can I cancel anytime?
Yes. You can cancel from Settings at any time. Your data remains accessible until the end of your billing period, and your account is archived for 90 days in case you want to come back.
Do you offer annual billing?
Yes. Annual billing lowers the monthly-equivalent price on every plan and is available from Settings or at signup: Clarity $79/mo, Momentum $199/mo, Command $279/mo.
What are the seat limits on each plan?
Clarity includes 5 seats with no add-ons available. Momentum includes 10 seats with additional seats at $15/seat/month (up to 20 total). Command includes 20 seats with additional seats at $15/seat/month (up to 50 total). Past 50 seats, contact us.
Features
What metrics does Incremenza track?
Incremenza tracks MRR (monthly recurring revenue), churn rate, LTV (lifetime value), CAC (customer acquisition cost), burn rate, runway, cash flow, profit margins, and more. You can also create custom metrics and track objectives tied to your financial data.
How does customer health scoring work?
Incremenza calculates a health score (0 to 100) for each customer based on three signal categories: payment behavior (how recently and frequently they pay, and whether their spend is growing or shrinking), engagement signals (NPS responses, contact recency, success plan progress), and support volume (ticket count and trend). No product telemetry or usage tracking is required. When a customer's score drops, you get an alert so you can intervene before they churn.
Can Incremenza send invoices for me?
Yes. Incremenza can automate invoice generation and sending for both subscription and one-time charges. You can customize invoice templates, set up automatic reminders, and configure dunning sequences for failed payments.
What is the AI assistant?
My Advisor is Incremenza's AI assistant, available on all plans. Each person gets a daily allowance of questions: 20 per day on Clarity, 50 on Momentum, and 100 on Command. On Command, you can also train My Advisor on your company's own knowledge base for more tailored answers. Ask things like "Which customers are at risk of churning?" or "What was my profit margin last quarter?" and get instant answers based on your actual data.
Can I set up alerts for specific events?
Yes. You can set up custom alerts for things like: MRR drops below a threshold, a customer's health score drops, a payment fails, runway falls below X months, or any custom metric you define. Alerts can be sent via email or in-app notifications.
Security & Privacy
Is my financial data secure?
Yes. All traffic is encrypted in transit with TLS 1.2 or above, the production database is encrypted at rest, and integration tokens are additionally encrypted with AES-256. Most integrations are read-only, and all use OAuth authentication. See our Security page for full details.
Do you sell my data?
No. We never sell your financial data to third parties. We don't share it with advertisers, use it to train AI models for other companies, or aggregate it for market research. Your data is yours.
Can I export my data?
Yes. Admins can export all company data from Settings at any time as CSV files in a single ZIP download. This includes transactions, customers, customer notes, invoices, objectives, key results, initiatives, team members, and knowledge base entries.
What happens to my data if I cancel?
Your data remains accessible until the end of your billing period. After that, your account is archived (not deleted) for 90 days in case you want to reactivate. After 90 days, you can request permanent deletion of all your data.
Billing & Platform Fees
Does Incremenza charge any transaction fees or take a percentage of my revenue?
Your Incremenza subscription is a flat monthly fee based on your plan. It does not take a percentage of your revenue or add fees on top of what you already pay to Stripe, QuickBooks, or your bank. If you use Incremenza's embedded payments to collect money from your own customers, a platform fee may apply to those transactions, disclosed in your account settings and in our Terms.
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