Tiller

Heather Phillips

Everything you need to know about managing your Tiller subscription

Billing & Subscription

Learn more about how Tiller handles refunds for subscription charges.

How can I get a refund for my Tiller subscription?

Learn more about what happens to your data, your sheets, and your Tiller account when you cancel.

What happens after I cancel my Tiller subscription?

Learn how to update your payment method for your Tiller subscription.

Review or update your subscription payment information

Learn how to easily cancel your Tiller subscription.

How To Cancel Your Subscription

Billing

Learn more about Tiller account authentication options

Tiller account authentication

Learn more about how to use Tiller when you also have multiple Google accounts.

Tiller Access and Multiple Google Accounts

Learn how to switch to a different email address for your Tiller Access.

How can I use a different email account for Tiller access?

Learn how to opt in or out of Tiller's daily email summary and customize it.

Customize Hello, Money

FAQ and guide to troubleshooting sign in and access issues.

Tiller Console FAQ & Troubleshooting for Authentication Issues

Learn more about how to use Tiller with your clients if you're a Financial Advisor, coach, or financial professional.

How Can Advisors Use Tiller with Clients?

Understanding Google Drive security and privacy when it comes to your financial data.

Is My Financial Data Secure and Private on Google Drive?

Email & Authentication

Tiller Community

Tiller Console

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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