Ebitaa Platform — Frequently Asked Questions (FAQ)
This document compiles the most common questions from new and existing users of the Ebitaa Platform, covering setup, data handling, reporting, automation, billing, and security.
1. General Overview
1.1 What is the full form of EBITAA?
EBITAA stands for Executive Business Insights, Trends & AI Analytics.
It reflects our mission to deliver premium, executive-level financial intelligence powered by automated analysis, real-time insights, and AI-driven reporting — giving CFOs and finance leaders the clarity they need to drive performance with confidence.
1.2 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 management reports, dashboards, and AI-driven insights automatically.
1.3 Who can use Ebitaa?
Designed for Business Owners, CFOs, Finance Managers, Accountants, and Finance Teams who seek clarity, automation, and decision-ready reporting without technical complexity.
2. Product Vision & Differentiation
2.1 How is Ebitaa different from Excel or 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 financial reporting and analysis, understanding Trial Balances, P&L, Balance Sheets, Cash Flow, Ratios, and Segment Analysis right out of the box — with no formulas or mapping required. Simply upload your Trial Balance, and Ebitaa automatically validates, maps, and generates fully formatted IFRS-ready reports and dashboards within seconds.
2.2 What makes Ebitaa unique?
Ebitaa’s proprietary RAIS (Reporting AI System) doesn’t just visualize — it interprets your financials, detects mismatches, highlights insights, and identifies trends automatically. Think of it as having an AI financial analyst beside you. It includes pre-built, auto-adjusting reports for P&L, Balance Sheet, Cash Flow, Multi-Year Analysis, and Ratios. It validates data, detects missing GL codes or cost centers, and helps fix them instantly. Reports can be shared securely via Email or WhatsApp, and Ebitaa can alert users when KPIs or ratios change. Ebitaa is a closed, proprietary AI environment, ensuring complete confidentiality — unlike open BI tools that expose data through third-party connectors.
3. Getting Started
3.1 How do I create an account?
Visit www.ebitaa.com, click Sign Up, choose your plan, complete payment, and follow the onboarding wizard.
3.2 What happens after registration?
You’ll add company info (logo, fiscal year, and industry) and upload your first trial balance to start generating reports.
3.3 Can I import my own Trial Balance?
Yes, upload via Excel or CSV — Ebitaa automatically validates and maps your fields.
4. Data Management & Uploads
4.1 What file types are supported?
Excel (.xlsx) and CSV.
4.2 Is there a Trial Balance template?
Yes — downloadable on the Upload screen. Use it to ensure column alignment.
4.3 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.
4.4 What is Alias Mapping?
A feature to rename mismatched groupings during upload — once mapped, Ebitaa remembers them for future uploads.
4.5 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.
4.6 How can I view upload errors or analysis results?
Errors appear during the Analyze step on the Upload screen.
4.7 Can I edit or delete uploaded Trial Balances?
Yes, you can delete any file — deleted files are permanently removed.
4.8 I see incorrect report values — what should I check?
Ensure the right TB is marked Current, and verify revenue/expense signs follow Ebitaa’s format.
4.9 Is my financial data secure?
Yes — encrypted cloud storage, SSL transmission, and strict role-based access ensure full data protection.
5. Reports & Analysis
5.1 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), P&L by Segment/Department/Employee/Custom Dimensions, Expense Breakdown, and Trend Reports.
5.2 What is RAIS (Reporting AI System)?
Ebitaa’s proprietary AI engine automatically analyzes data, detects anomalies, forecasts trends, and highlights insights — like a digital CFO assistant.
5.3 Can I export or share reports?
Yes — export in PDF or Excel, and share instantly via Email or WhatsApp.
5.4 Are reports real-time and standards-compliant?
Yes — all reports refresh instantly from your latest data and align with IFRS/IAS standards.
5.5 Can Ebitaa handle multiple companies?
Yes — depending on your plan and assigned permissions.
6. Users & Roles
6.1 Can multiple users work under the same account?
Yes, the Admin can invite team members and assign roles.
6.2 What roles are available?
Admin, Manager, and Viewer — each with specific access and permissions.
7. Automation, Alerts & AI Intelligence
7.1 What are Threshold Alerts?
Define conditions (e.g., “Net Profit < 10%”) and Ebitaa notifies you automatically when triggered.
7.2 Can I create Recipient Groups?
Yes, group recipients (e.g., Board, Auditors) to send reports or alerts with one click.
7.3 Do I get in-app or email notifications?
Yes — via Notification Center and optional email alerts.
7.4 Can multiple users receive alerts?
Yes — assign alerts to groups or individuals.
7.5 Can I set custom KPIs or AI rules?
Yes, under Advanced Alerts in Settings.
7.6 Does RAIS learn and adapt over time?
Yes, it adapts to your company’s financial patterns securely — without sending data externally.
7.7 Is AI processing secure and local?
Yes — all AI runs in Ebitaa’s closed, encrypted system; data never leaves your environment.
8. Account Management
8.1 Who can register?
Any business or individual user.
8.2 Can I change my registered email?
Admin email cannot be changed currently.
8.3 Can I deactivate or delete my account?
Yes, via Settings → Account → Deactivate. Deleted data cannot be restored.
8.4 What if someone accesses my account without permission?
Reset your password immediately and contact [email protected].
9. Security & Privacy
9.1 Does Ebitaa share data with third parties?
No — Ebitaa never shares or sells data.
9.2 Who owns my data?
You do. Ebitaa only processes it to deliver analytics.
9.3 Is data encrypted?
Yes — AES-256 encryption and HTTPS/TLS secure every transfer.
9.4 Where is my data hosted?
On secure, encrypted cloud infrastructure with redundancy and 24/7 monitoring.
9.5 Can I permanently delete data?
Yes — delete anytime from your dashboard.
9.6 Does Ebitaa use cookies?
Yes, to improve experience; you can disable them in your browser.
9.7 How will I know about policy changes?
Updated versions are posted on the website with effective dates.
10. Subscription & Billing
10.1 What payment methods are supported?
Razorpay and other secure gateways (cards, UPI, net banking).
10.2 How does the subscription work?
Monthly or annual billing; auto-renews unless canceled.
10.3 Can I upgrade or downgrade later?
Yes, anytime from your dashboard.
10.4 What happens if payment fails or subscription expires?
System retries failed payments. If expired, access pauses but your data remains safe.
10.5 Are refunds available?
No, all fees are non-refundable.
10.6 Does Ebitaa issue invoices and apply taxes?
Yes — downloadable invoices with applicable GST/VAT.
11. Legal & Compliance
11.1 Which law governs Ebitaa?
Indian Law, with arbitration in Udaipur, Rajasthan.
11.2 What if Terms are violated?
Your access may be suspended or terminated.
11.3 Can I copy Ebitaa’s content?
No — all intellectual property belongs to Ebitaa Private Limited.
11.4 Is cross-border data transfer allowed?
Yes, under equivalent data protection standards.
11.5 What happens in a Force Majeure event?
Ebitaa isn’t liable for circumstances beyond its control.
11.6 How can I contact legal support?
Email [email protected] with subject “Legal Query.”
12. Support & Troubleshooting
12.1 How can I contact support?
Email [email protected] or use the Contact Us form on the website.
12.2 What is the response time?
Typically within 24–48 business hours.
12.3 Where can I report bugs or feedback?
Use the Feedback Form or email support.
12.4 What if I can’t log in?
Use Forgot Password or contact support.
12.5 How to verify official communications?
All legitimate emails come from @ebitaa.com domain.
12.6 Who is the Grievance Officer?
Mr. Wasim Akram — [email protected]
This document compiles the most common questions from new and existing users of the Ebitaa Platform, covering setup, data handling, reporting, automation, billing, and security.
1. General Overview
1.1 What is the full form of EBITAA?
EBITAA stands for Executive Business Insights, Trends & AI Analytics.
It reflects our mission to deliver premium, executive-level financial intelligence powered by automated analysis, real-time insights, and AI-driven reporting — giving CFOs and finance leaders the clarity they need to drive performance with confidence.
1.2 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 management reports, dashboards, and AI-driven insights automatically.
1.3 Who can use Ebitaa?
Designed for Business Owners, CFOs, Finance Managers, Accountants, and Finance Teams who seek clarity, automation, and decision-ready reporting without technical complexity.
2. Product Vision & Differentiation
2.1 How is Ebitaa different from Excel or 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 financial reporting and analysis, understanding Trial Balances, P&L, Balance Sheets, Cash Flow, Ratios, and Segment Analysis right out of the box — with no formulas or mapping required. Simply upload your Trial Balance, and Ebitaa automatically validates, maps, and generates fully formatted IFRS-ready reports and dashboards within seconds.
2.2 What makes Ebitaa unique?
Ebitaa’s proprietary RAIS (Reporting AI System) doesn’t just visualize — it interprets your financials, detects mismatches, highlights insights, and identifies trends automatically. Think of it as having an AI financial analyst beside you. It includes pre-built, auto-adjusting reports for P&L, Balance Sheet, Cash Flow, Multi-Year Analysis, and Ratios. It validates data, detects missing GL codes or cost centers, and helps fix them instantly. Reports can be shared securely via Email or WhatsApp, and Ebitaa can alert users when KPIs or ratios change. Ebitaa is a closed, proprietary AI environment, ensuring complete confidentiality — unlike open BI tools that expose data through third-party connectors.
3. Getting Started
3.1 How do I create an account?
Visit www.ebitaa.com, click Sign Up, choose your plan, complete payment, and follow the onboarding wizard.
3.2 What happens after registration?
You’ll add company info (logo, fiscal year, and industry) and upload your first trial balance to start generating reports.
3.3 Can I import my own Trial Balance?
Yes, upload via Excel or CSV — Ebitaa automatically validates and maps your fields.
4. Data Management & Uploads
4.1 What file types are supported?
Excel (.xlsx) and CSV.
4.2 Is there a Trial Balance template?
Yes — downloadable on the Upload screen. Use it to ensure column alignment.
4.3 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.
4.4 What is Alias Mapping?
A feature to rename mismatched groupings during upload — once mapped, Ebitaa remembers them for future uploads.
4.5 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.
4.6 How can I view upload errors or analysis results?
Errors appear during the Analyze step on the Upload screen.
4.7 Can I edit or delete uploaded Trial Balances?
Yes, you can delete any file — deleted files are permanently removed.
4.8 I see incorrect report values — what should I check?
Ensure the right TB is marked Current, and verify revenue/expense signs follow Ebitaa’s format.
4.9 Is my financial data secure?
Yes — encrypted cloud storage, SSL transmission, and strict role-based access ensure full data protection.
5. Reports & Analysis
5.1 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), P&L by Segment/Department/Employee/Custom Dimensions, Expense Breakdown, and Trend Reports.
5.2 What is RAIS (Reporting AI System)?
Ebitaa’s proprietary AI engine automatically analyzes data, detects anomalies, forecasts trends, and highlights insights — like a digital CFO assistant.
5.3 Can I export or share reports?
Yes — export in PDF or Excel, and share instantly via Email or WhatsApp.
5.4 Are reports real-time and standards-compliant?
Yes — all reports refresh instantly from your latest data and align with IFRS/IAS standards.
5.5 Can Ebitaa handle multiple companies?
Yes — depending on your plan and assigned permissions.
6. Users & Roles
6.1 Can multiple users work under the same account?
Yes, the Admin can invite team members and assign roles.
6.2 What roles are available?
Admin, Manager, and Viewer — each with specific access and permissions.
7. Automation, Alerts & AI Intelligence
7.1 What are Threshold Alerts?
Define conditions (e.g., “Net Profit < 10%”) and Ebitaa notifies you automatically when triggered.
7.2 Can I create Recipient Groups?
Yes, group recipients (e.g., Board, Auditors) to send reports or alerts with one click.
7.3 Do I get in-app or email notifications?
Yes — via Notification Center and optional email alerts.
7.4 Can multiple users receive alerts?
Yes — assign alerts to groups or individuals.
7.5 Can I set custom KPIs or AI rules?
Yes, under Advanced Alerts in Settings.
7.6 Does RAIS learn and adapt over time?
Yes, it adapts to your company’s financial patterns securely — without sending data externally.
7.7 Is AI processing secure and local?
Yes — all AI runs in Ebitaa’s closed, encrypted system; data never leaves your environment.
8. Account Management
8.1 Who can register?
Any business or individual user.
8.2 Can I change my registered email?
Admin email cannot be changed currently.
8.3 Can I deactivate or delete my account?
Yes, via Settings → Account → Deactivate. Deleted data cannot be restored.
8.4 What if someone accesses my account without permission?
Reset your password immediately and contact [email protected].
9. Security & Privacy
9.1 Does Ebitaa share data with third parties?
No — Ebitaa never shares or sells data.
9.2 Who owns my data?
You do. Ebitaa only processes it to deliver analytics.
9.3 Is data encrypted?
Yes — AES-256 encryption and HTTPS/TLS secure every transfer.
9.4 Where is my data hosted?
On secure, encrypted cloud infrastructure with redundancy and 24/7 monitoring.
9.5 Can I permanently delete data?
Yes — delete anytime from your dashboard.
9.6 Does Ebitaa use cookies?
Yes, to improve experience; you can disable them in your browser.
9.7 How will I know about policy changes?
Updated versions are posted on the website with effective dates.
10. Subscription & Billing
10.1 What payment methods are supported?
Razorpay and other secure gateways (cards, UPI, net banking).
10.2 How does the subscription work?
Monthly or annual billing; auto-renews unless canceled.
10.3 Can I upgrade or downgrade later?
Yes, anytime from your dashboard.
10.4 What happens if payment fails or subscription expires?
System retries failed payments. If expired, access pauses but your data remains safe.
10.5 Are refunds available?
No, all fees are non-refundable.
10.6 Does Ebitaa issue invoices and apply taxes?
Yes — downloadable invoices with applicable GST/VAT.
11. Legal & Compliance
11.1 Which law governs Ebitaa?
Indian Law, with arbitration in Udaipur, Rajasthan.
11.2 What if Terms are violated?
Your access may be suspended or terminated.
11.3 Can I copy Ebitaa’s content?
No — all intellectual property belongs to Ebitaa Private Limited.
11.4 Is cross-border data transfer allowed?
Yes, under equivalent data protection standards.
11.5 What happens in a Force Majeure event?
Ebitaa isn’t liable for circumstances beyond its control.
11.6 How can I contact legal support?
Email [email protected] with subject “Legal Query.”
12. Support & Troubleshooting
12.1 How can I contact support?
Email [email protected] or use the Contact Us form on the website.
12.2 What is the response time?
Typically within 24–48 business hours.
12.3 Where can I report bugs or feedback?
Use the Feedback Form or email support.
12.4 What if I can’t log in?
Use Forgot Password or contact support.
12.5 How to verify official communications?
All legitimate emails come from @ebitaa.com domain.
12.6 Who is the Grievance Officer?
Mr. Wasim Akram — [email protected]