Help Center
Funderly guides
Clear walkthroughs for setup, editing, billing, exports, and the core workflows inside Funderly.
Getting Started
Brand & Positioning
Billing
How to Subscribe
Choose the right tier, complete checkout, and understand what happens after your plan activates in Funderly.
4 min read
How Plan Upgrades Work
Understand what changes immediately after an upgrade, what stays intact in your workspace, and which areas may still need a manual step.
4 min read
How to Manage Your Subscription
Review your active plan, check billing dates and receipt history, and use the in-app change-plan flow when you need a different tier.
4 min read
How Manual Payment Review Works
Understand what happens after you pay by bank transfer or BML Swipe, how receipt review works, and where to check the status afterward.
4 min read
Editing & Planning
How to Edit Your Analysis
Use regenerate and prompt-guided regeneration to improve analysis sections without losing the rest of your workspace.
4 min read
How to Edit Your Financial Plan
Understand how financial inputs, assumptions, and generated projections work together in Funderly’s financial workflow.
5 min read
How to Edit Your Business Plan
Edit the generated document directly, improve selected passages with AI, and understand when to recompile from your latest sections.
5 min read
When to Use Regenerate, Improve with AI, and Recompile
Choose the right editing action in Funderly so you improve the exact layer that needs work without disrupting the rest of the workspace.
4 min read
Exports
How Exports Work
Learn where exports are available in Funderly, which formats belong to which surfaces, and how plan entitlements affect downloads.
5 min read
How to Troubleshoot Exports
Use this guide when an export format is locked, a download is missing, or the file does not reflect the latest state of the workspace.
4 min read