Keep all your business documents organized in one place. Upload tax forms, receipts, invoices, bank statements, and any other files your business needs.Documentation Index
Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
Document groups
Documents are organized into predefined groups:| Group | What to store |
|---|---|
| Income-Related Documents | W-2s, 1099s, pay stubs, income statements |
| Deductions and Credits | Receipts for deductible expenses, charitable donations |
| Investments and Savings | Brokerage statements, 401(k)/IRA documents |
| Business and Self-Employment | Business receipts, contractor forms, expense records |
| State and Federal Tax Documents | Filed tax returns, notices from IRS or state agencies |
Uploading documents
- Go to Banking → Documents
- Click + Upload Documents at the top right
- Choose the Group and Year for organization
- Drag and drop your files into the upload area, or click select files to browse
- Click Upload [X] Files to upload
- Click Done once uploads complete
- Max 6 MB per file
- Max 50 MB per upload
- Up to 10 files per upload
Managing documents
| Action | Details |
|---|---|
| View | Preview supported files in the browser |
| Download | Save to your computer |
| Edit | Update the group, year, or replace the file via the Update Document modal |
| Delete | Remove permanently |