Frequently Asked Questions
Find quick answers to common questions about getting started with Somavo, managing your account, exploring features, and understanding our security practices.
Support
Need help using Somavo? Our team, docs, and community are ready to assist.
Open the in-app chat (bottom-right), email
support@aspect.finance, or call +1-628-246-3000. We
reply within one business hour on paid plans.
All docs live at **docs.aspect.finance**. You can also
press **⌘ / Ctrl + K** in the app to search without
leaving your dashboard.
Absolutely—book a 30-minute Zoom session from
**aspect.finance/demo**. Training is free for teams of
up to ten users.
Live chat and phone: Monday–Friday 08:00–20:00 UTC.
Email tickets are monitored 24 / 7.
Hit the **“Feedback”** button in the sidebar or email
us. Every submission is reviewed by the product team
within 48 hours.
Account
Everything related to creating, managing, and securing your Somavo account.
Click “Get Started” on our homepage, choose a plan, and
follow the on-screen steps. The whole process takes
under two minutes and requires only your work email.
Somavo connects to 12,000+ banks and fintech platforms
across North America and Europe via Plaid and Salt Edge.
If yours isn’t listed, let us know and we’ll add it.
In **Settings ▸ Team** click “Invite” to add a
colleague, or the trash-can icon to revoke access. Only
users with the Admin role can manage seats.
Features
Discover what Somavo can do and learn how to tailor the platform to your workflow.
Any institution supported by Plaid, Salt Edge, or Open
Banking. That includes most major retail and business
banks, plus Stripe, PayPal, and Wise.
Yes—drag & drop widgets, create custom KPIs, and
save multiple layouts for different roles.
Set the source, destination, amount, and schedule.
Somavo will initiate the transfer automatically and
notify you on success or failure.
Go to **Settings ▸ Alerts** and define thresholds
(balance, incoming amount, etc.). Choose email, SMS,
Slack, or push notifications.
Security
We take security seriously. These FAQs explain how we keep your data safe.
All data is encrypted in transit (TLS 1.3) and at rest
(AES-256). Our infrastructure runs in ISO
27001-certified data centers.
Yes—TOTP, WebAuthn security keys, and Okta SSO are
available on every plan, including Free.
No. OAuth tokens are stored with our banking aggregator
and are never exposed to our network or databases.
Other
Pricing, integrations, export options, and anything else that doesn’t fit above.
Somavo offers a free Starter plan, a Team plan at
$25/user/mo, and an Enterprise plan with volume
discounts. See aspect.finance/pricing.
Yes—the Somavo REST & Webhook API is included in the
Team plan and above. API keys can be generated in
**Settings ▸ Developers**.
Of course. Export to CSV, JSON, or directly to S3. Your
data is retained for 30 days post-cancellation, then
permanently deleted.