FAQ

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What is Ebitaa?

Ebitaa isn’t just another reporting or dashboard tool — it’s an AI-powered financial intelligence platform that transforms your accounting data into m...

Who can use Ebitaa?

Designed for Business Owners, CFOs, Finance Managers, Accountants, and Finance Teams who seek clarity, automation, and decision-ready reporting withou...

What makes Ebitaa unique?

Traditional tools like Excel and Power BI are general-purpose and require manual setup, formulas, and data modeling. Ebitaa is purpose-built for finan...

How is Ebitaa different from Excel or Other BI tools?

Traditional tools like Excel and Power BI are general-purpose and require manual setup, formulas, and data modeling. Ebitaa is purpose-built for finan...

How do I create an account?

Visit www.ebitaa.com, click Sign Up, choose your plan, complete the payment, and you’ll be guided through a quick onboarding wizard.

What happens after registration?

You’ll complete your Company Onboarding — adding company info, logo, fiscal year, and industry — then proceed to upload your first trial balance.

Can I import my own trial balance?

Yes. You can upload trial balances via Excel/CSV. Ebitaa validates and maps fields automatically (with your consent).

What file types are supported?

Excel (.xlsx) and CSV formats.

Is there a TB template?

Yes, downloadable in Uploads section.

What if my TB is unbalanced or columns don’t match?

Fix in Excel and re-upload. During validation, Ebitaa shows any mismatched columns or groups.

What is Alias Mapping?

A feature to rename mismatched groupings during upload — once mapped, Ebitaa remembers them for future uploads.

Can I upload multiple periods or re-upload data?

Yes, multiple periods (tagged by year or TB type) are supported. You can re-upload corrected files and mark one as Current.

How many uploads are allowed?

Based on plan limits.

Does Ebitaa validate data?

Yes, checks formats and balances automatically.

Can I re-upload corrected data?

Yes, mark the corrected file as Current.

How can I view upload errors or analysis results?

Errors appear during the Analyze step on the Upload screen.

Can I edit or delete uploaded trial balances?

Yes, you can delete anytime and it will not be available anywhere and it can’t be restored once deleted.

What if my columns don’t match Ebitaa’s template?

You need to use the Trial Balance template (Available to download on upload screen), You just update it with your data and upload (Follow mentioned te...

What if my grouping don’t match Ebitaa’s template?

Use the Alias Mapping tool to rename grouping, while validation process you will know which groupings need to align for accurate reporting and it can...

My trial balance failed to upload. What should I do?

Check for missing columns or unbalanced totals. Fix them in Excel and re-upload.

I see wrong values in reports. Why?

Ensure the correct file is marked as “Current.” Also, verify that revenue and expense signs follow Ebitaa’s standard format.

How can I contact support?

For reporting and grouping related concerns contact via email on [email protected] or customer care number or vie contact us form on website, All will b...

Is my financial data secure?

Absolutely. Ebitaa uses encrypted cloud storage, secure transmission (SSL), and strict role-based access.

What reports can Ebitaa generate?

Ebitaa supports a wide range including Balance Sheet, P&L, Cash Flow, Vertical & Horizontal Analysis (Multi-Year), Ratio Analysis (Single & Multi-Year...

Can I export or share reports?

Yes — export in PDF or Excel, and share instantly via Email.

Can I compare multi-year data?

Yes, in Multi-Year reports section.

Are reports real-time?

Yes, instantly refreshed from current datasets.

Is Ebitaa cloud-based?

Yes, it’s 100% cloud-based — accessible via browser, with enterprise-grade security.

Can Ebitaa manage multiple companies?

Yes, depending on plan type and user permissions.

Does Ebitaa follow accounting standards?

Yes, reports align with IFRS/IAS templates.

Can multiple users work under the same company account?

Yes. The Admin can invite team members and assign roles with permissions.

What roles are available?

Admin, Manager, and Viewer — each with customizable permissions for access, reporting, and editing.

Who can register?

Any company or individual.

What if someone accesses my account without permission?

Secure your password and in case of unauthorized access, Contact [email protected] immediately.

Can I change my registered email?

No, you can’t change admin email.

Can I deactivate my account?

Yes, from Settings → Account → Deactivate.

Does Ebitaa share my financial data with third parties?

No. All data remains confidential and is never shared to anyone/anywhere (For more details visit www.ebitaa.com/privacypolicy).

Can I delete my account and data?

Yes. You can deactivate your account and delete uploaded datasets from your Settings panel.

What happens after deletion?

Your data is permanently removed and cannot be recovered.

How long is data retained?

Only as long as needed for service or law compliance.

Where is my data hosted?

Ebitaa is hosted on secure third-party cloud infrastructure with 24/7 data redundancy and encryption.

Who owns my data?

You do. Ebitaa only processes it to deliver analytics.

Is my data encrypted?

Yes, AES-256 encryption and HTTPS/TLS secure every transfer.

Does Ebitaa use external AI engines?

No, all AI processing is proprietary and isolated.

Does Ebitaa use cookies?

Yes, for analytics and user experience improvement.

Can I disable cookies?

Yes, in your browser settings, though some features may limit.

Can I correct data?

Yes, from Profile or by contacting support.

Can I permanently delete data?

Yes, from the dashboard anytime.

How will I know about policy changes?

Updated versions are published on the website.

What payment methods do you support?

Ebitaa supports Razorpay and other secure payment gateways for cards, net banking, and UPI.

What happens when my subscription expires?

Your data remains safe, but access to reports and insights will pause until renewal, but still you can access so many features including ability to de...

Can I upgrade or downgrade my plan later?

Yes. You can change plans anytime from the Subscription section in your dashboard.

How does the subscription work?

Monthly or annual billing; renews automatically unless canceled.

Are refunds available?

No, all subscription fees are non-refundable.

Does Ebitaa issue invoices?

Yes, downloadable under Billing → Invoices.

Are taxes included?

Yes, GST or VAT applies as per law.

What happens if payment fails?

System retries; service pauses if unresolved.

Can I cancel anytime?

Yes, cancel before the renewal date to avoid auto-renewal.

What is RAIS?

Reporting AI Insight Service — Ebitaa’s proprietary AI engine automatically analyzes your data, detects anomalies, trends, and provides suggestions or...

Does RAIS use external AI?

No, fully local, no open-source integrations.

How does RAIS learn?

It adapts to your company’s data patterns internally.

Can I customize AI rules?

Yes, admins can edit rules from Settings.

What’s the benefit of AI?

Faster identification of trends, outliers, and performance insights.

Is AI processing secure?

Yes, within a closed encrypted environment.

Does RAIS use my data to train other models?

No, training stays within your dataset only.

What are “Threshold Alerts”?

Set conditions like “Net Profit < 10%” or “Gross Margin drop > 5%.” Ebitaa automatically notifies you when these conditions are met.

What are “Recipient Groups”?

They let you group recipients (e.g., Board Members, Auditors) and send reports with one click.

Can I create Recipient Groups?

Yes, for easy report sharing to teams.

Do I get notifications in-app?

Yes, under the Notification Center.

How are alerts triggered?

By predefined rules or conditions you set.

Can alerts be shared?

Yes, notifications can trigger email alerts too.

Can multiple users receive alerts?

Yes, via group or individual assignment.

Can I set custom KPIs?

Yes, available under Advanced Alerts section.

What law governs Ebitaa?

Indian Law, with arbitration in Udaipur, Rajasthan.

Are Terms legally binding?

Yes, accepted upon using the platform.

What if I violate Terms?

Your access may be suspended or terminated.

Can I copy Ebitaa content?

No, intellectual property belongs to Ebitaa Private Limited.

What is Acceptable Use?

Using Ebitaa lawfully without hacking or abuse.

Is cross-border data transfer allowed?

Yes, under equivalent security standards.

What if a Force Majeure event occurs?

Ebitaa isn’t liable for events beyond its control.

Can Terms be updated?

Yes, with notice and effective date changes.

How can I contact legal support?

Email [email protected] with subject ‘Legal Query’.

How do I contact support?

Email [email protected].

What’s the response time?

Typically within 24–48 business hours.

Where can I report bugs?

Use the Feedback Form or contact support directly.

What if I can’t log in?

Use Forgot Password or contact support.

How to verify official emails?

All official communications are from @ebitaa.com.

Who is the Grievance Officer?

Mr. Wasim Akram, [email protected], Udaipur, India.

What are “AI Insights” or “RAIS”?

RAIS (Reporting AI Insights Service) automatically analyzes your data, detects anomalies, trends, and provides suggestions or alerts — like a digital...

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