{"id":1507,"date":"2024-10-09T09:27:37","date_gmt":"2024-10-09T09:27:37","guid":{"rendered":"http:\/\/www.sazoom.ai\/nonprod\/?page_id=1507"},"modified":"2025-08-12T05:40:56","modified_gmt":"2025-08-12T05:40:56","slug":"faqs","status":"publish","type":"page","link":"https:\/\/www.sazoom.ai\/nonprod\/faqs\/","title":{"rendered":"FAQs"},"content":{"rendered":"\n
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FAQs\u200b<\/h1><\/div>\n<\/div><\/div>\n\n\n\n
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Frequently Asked Questions\u200b<\/h2><\/div>\n\n\n\n
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Using Sazoom<\/h4>\n\n\n
\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tIs Sazoom secure?\u200b<\/span><\/div>

Yes. Sazoom is built on secure AWS cloud infrastructure with global best-practice encryption and security protocols.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tDoes Sazoom work with Xero?\u200b<\/span><\/div>

Yes \u2014 Sazoom is fully integrated with Xero for automated invoice processing, cash flow forecasting, and access to financial data.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tDoes Sazoom work with other cloud accounting system other than Xero?<\/span><\/div>

Not yet. We\u2019re launching first with Xero integration, and plan to add MYOB, QuickBooks, and Sage in future releases.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tDoes Sazoom works if I don’t have cloud accounting software?<\/span><\/div>

Yes \u2014 you can upload data via our Excel or Google Sheets templates, or manually enter data. However, some automation features will work best when connected to cloud accounting software.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow long does setup take?<\/span><\/div>

If you connect to Xero, setup typically takes just a few minutes. If you\u2019re importing data via spreadsheets, setup time may be slightly longer, depending on the size and complexity of your data.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tWhat makes Sazoom different from other finance tools?<\/span><\/div>

Sazoom is an AI-native finance assistant \u2014 built from the ground up with automation and intelligence at its core. It completes routine finance tasks for you, delivers AI-powered forecasting and \u201cwhat-if\u201d scenario planning, and provides Virtual CFO-level insights, proactive alerts, and actionable recommendations to keep your business on track.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tWhich countries do Sazoom support?<\/span><\/div>

We\u2019re launching in Australia, with New Zealand next. You can use Sazoom elsewhere, but features like tax calculations may require manual input.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tIf I am not in Australia, can I still use Sazoom?<\/span><\/div>

Yes, but you may not get the full benefits of Sazoom. Some of the features such as local tax rates may need to be manually input into Sazoom. <\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow does Sazoom connect to Xero?<\/span><\/div>

When you first sign in, you\u2019ll be prompted to log into your Xero account and authorise the connection. You can revoke access anytime from your account settings.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tWhat devices can I use Sazoom on?<\/span><\/div>

You can access Sazoom from any modern web browser on desktop, laptop, or tablet. A dedicated Sazoom mobile app is coming soon for iOS and Android.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tWill you add more integrations?<\/span><\/div>

Yes. Our roadmap includes integrations with additional cloud accounting platforms (e.g., QuickBooks, MYOB), as well as POS, payroll, CRM, and inventory management systems.<\/p><\/div><\/div><\/div><\/div>\n\n\n\n

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Data and Privacy<\/h4>\n\n\n
\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tDoes Sazoom store my data?<\/strong><\/span><\/div>

We store only the data needed to deliver the features you use. Historical data is overwritten when refreshed, and you can delete your account at any time.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow does Sazoom use my data?<\/strong><\/span><\/div>

We use it for automation, forecasting, dashboards, and insights. Some aggregated, anonymised data may be used to generate industry benchmarks \u2014 only when sample sizes are large enough to ensure anonymity.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tWill anyone else access my data?<\/strong><\/span><\/div>

Only if you authorise it \u2014 for example, to give your accountant or business partner access.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tIs my data backed up?<\/span><\/div>

Yes. All data is securely stored and regularly backed up within Amazon Web Services (AWS), using industry-leading security standards.<\/p><\/div><\/div><\/div><\/div>\n\n\n\n

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Plans and Trials<\/h4>\n\n\n
\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow do I sign up to Sazoom?<\/span><\/div>

Click the \u201cSign up for early access\u201d button and join our waitlist. Once we launch, we\u2019ll send you an invitation to create your account.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow does the Sazoom free trial works?<\/span><\/div>

You get 30 days of full access to our Essential plan. No credit card is needed to start.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tAre there any commitments after the free trial?<\/strong><\/span><\/div>

No. At the end of the trial, you can:
– Upgrade to a paid plan
– Stop using Sazoom \u2014 no strings attached<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tCan I cancel my subscription?<\/span><\/div>

Yes \u2014 you can cancel at any time. Your subscription will remain active until the end of your billing period.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow do I cancel my subscription?<\/span><\/div>

From your account settings, select \u201cCancel Subscription\u201d and follow the prompts. We\u2019ll confirm via email once processed.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tWhat happens if I cancel mid-billing cycle?<\/strong><\/span><\/div>

You\u2019ll keep access until the end of your billing period, and no further payments will be charged.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tDoes Sazoom offer any discount?<\/span><\/div>

At launch, early access members will receive special pricing and\/or extended trial periods.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tCan I re-start my subscription after I cancel the subscription?<\/span><\/div>

Absolutely. We would love to have you back. Simply re-start your subscription and you are ready to roll. <\/p><\/div><\/div><\/div><\/div>\n\n\n\n

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Managing account<\/h4>\n\n\n
\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow do I manage my account?<\/span><\/div>

Click on the Account Management<\/strong> icon in the top menu to access your account settings. From here, you can update your details, manage users, adjust subscription preferences, and review billing.

Remember to click Save<\/strong> after making changes.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow many users can I have for my account?<\/span><\/div>

The number of users you can invite depends on your plan. Each plan\u2019s user limit is listed on the Plans<\/strong> page.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tCan multiple team members use Sazoom<\/strong>?<\/span><\/div>

Yes. You can invite team members and assign role-based permissions, as long as your total number of users is within your plan\u2019s allowance.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow do I add or remove users from my account?<\/span><\/div>

From the Account Management<\/strong> area, go to User Management<\/strong>:

To add a user:<\/strong> Click Invite User<\/strong>, enter their name and email, assign a role (e.g., Admin, Standard User, Read-Only), and send the invite.

To remove a user:<\/strong> Locate their name in your user list, click Remove<\/strong>, and confirm the action.
Changes take effect immediately, and you can update user roles at any time.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow do I change my plan?<\/span><\/div>

You can upgrade or downgrade your plan at any time from the Account Management<\/strong> menu:

1. Go to Account Management<\/strong> in the top menu.
2. Select Subscription<\/strong>.
3. Click Change Plan<\/strong> and choose the plan you want to move to.
4. Review the changes, then click Confirm<\/strong>.

If you upgrade, your new features and allowances will be available immediately, and any charges will be adjusted on a pro-rata basis.

If you downgrade, your current plan will stay active until the end of your billing period, and the new plan will start at your next renewal date.<\/p><\/div><\/div><\/div><\/div>\n\n\n\n

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Help and support<\/h4>\n\n\n
\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tHow do I get help?<\/strong><\/span><\/div>

Click the \u201cSupport\u201d icon in Sazoom to access:

– Resources<\/strong> \u2013 FAQs, guides, and templates
– Help<\/strong> \u2013 Submit your question and our team will respond as soon as possible<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tWhere can I find the user guide?<\/strong><\/span><\/div>

In the \u201cResources\u201d section under Support.<\/p><\/div><\/div><\/div><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n

<\/span>
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\"\"<\/figure>
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The AI Finance Assistant designed for SMEs<\/h1>\n\n\n\n

Less time on Finances. More time on What matters<\/p>\n\n\n\n

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Get Early Access<\/a><\/div>\n<\/div>\n<\/div><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
<\/div>\n\n\n\n

Sazoom is your AI-powered finance assistant for SMEs \u2014 helping small and medium businesses automate finance tasks, manage cash flow, and make smarter decisions. We integrate with Xero (and soon MYOB, QuickBooks, and Sage), providing cash flow forecasting, scenario planning, dashboards, and automated workflows.<\/p>\n\n\n\n


Whether you\u2019re looking for secure SME finance automation, AI-driven forecasting, or a Virtual CFO tool, our FAQ page answers your key questions about setup, pricing, data security, and support.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

FAQs\u200b Frequently Asked Questions\u200b Using Sazoom Data and Privacy Plans and Trials Managing account Help and support Sazoom is your AI-powered finance assistant for SMEs \u2014 helping small and medium businesses automate finance tasks, manage cash flow, and make smarter decisions. We integrate with Xero (and soon MYOB, QuickBooks, and Sage), providing cash flow forecasting, […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"om_disable_all_campaigns":false,"_surecart_dashboard_logo_width":"180px","_surecart_dashboard_show_logo":true,"_surecart_dashboard_navigation_orders":true,"_surecart_dashboard_navigation_invoices":true,"_surecart_dashboard_navigation_subscriptions":true,"_surecart_dashboard_navigation_downloads":true,"_surecart_dashboard_navigation_billing":true,"_surecart_dashboard_navigation_account":true,"inline_featured_image":false,"_uag_custom_page_level_css":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"site-sidebar-layout":"no-sidebar","site-content-layout":"plain-container","ast-site-content-layout":"normal-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","theme-transparent-header-meta":"enabled","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-1507","page","type-page","status-publish","hentry"],"aioseo_notices":[],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false},"uagb_author_info":{"display_name":"Ray Ngai","author_link":"https:\/\/www.sazoom.ai\/nonprod\/author\/sazoom_admin\/"},"uagb_comment_info":0,"uagb_excerpt":"FAQs\u200b Frequently Asked Questions\u200b Using Sazoom Data and Privacy Plans and Trials Managing account Help and support Sazoom is your AI-powered finance assistant for SMEs \u2014 helping small and medium businesses automate finance tasks, manage cash flow, and make smarter decisions. We integrate with Xero (and soon MYOB, QuickBooks, and Sage), providing cash flow forecasting,…","_links":{"self":[{"href":"https:\/\/www.sazoom.ai\/nonprod\/wp-json\/wp\/v2\/pages\/1507"}],"collection":[{"href":"https:\/\/www.sazoom.ai\/nonprod\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sazoom.ai\/nonprod\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sazoom.ai\/nonprod\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sazoom.ai\/nonprod\/wp-json\/wp\/v2\/comments?post=1507"}],"version-history":[{"count":18,"href":"https:\/\/www.sazoom.ai\/nonprod\/wp-json\/wp\/v2\/pages\/1507\/revisions"}],"predecessor-version":[{"id":2033,"href":"https:\/\/www.sazoom.ai\/nonprod\/wp-json\/wp\/v2\/pages\/1507\/revisions\/2033"}],"wp:attachment":[{"href":"https:\/\/www.sazoom.ai\/nonprod\/wp-json\/wp\/v2\/media?parent=1507"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}