Product availability
CSV and Excel imports are supported in the current pilot. Harvest, Xero, and Stripe Connect are the first planned live connectors. Feature availability may change as the product develops.
This page describes how to obtain technical assistance for the Aerca Excel add-in and related pilot services. Submissions are reviewed by the Aerca product team. For privacy rights requests or security vulnerability reports, use the dedicated channels listed below.
Aerca provides reasonable technical support for installation, authentication, workbook synchronization, configured AI providers, and pilot connector workflows. Support is offered on a best-efforts basis for the current pilot and does not constitute a service-level agreement, warranty, or guarantee of uninterrupted availability.
Aerca is assistive software. Guidance provided through support does not constitute accounting, tax, legal, or investment advice. You remain responsible for verifying outputs and for any actions taken in Excel, banking, or third-party systems.
Before submitting a request, review the following common causes. These checks often resolve setup and data issues without further escalation.
Confirm that you are using a supported Microsoft 365 desktop build of Excel and that your organization permits Office Add-ins. For sideloaded deployments, verify that the manifest is served over HTTPS, that the Trusted Add-in Catalogs entry is correct, and that Excel has been fully restarted after catalog changes.
Open Connect, select an AI provider, enter your own API key (BYOK), retrieve available models, and save a model selection. Do not send API keys or other secrets to support.
Synchronize or import the relevant project, invoice, payment, and expense data; confirm cash-on-hand where applicable; then run analysis again. Incomplete source data will limit available results.
Re-synchronize your workbook and verify that client names and identifiers are consistent across sheets. If the issue persists, include the prompt text and affected sheet names in your support request.
Complete the authorization flow in the browser, return to Excel, allow the add-in to refresh, and select Sync again. Organizational administrators may need to approve third-party OAuth applications before connections succeed.
Aerca may exclude non-base-currency values until a usable exchange rate is available. Review currency warnings and codes before relying on aggregate totals.