1
Connect Your Bank
Link your bank accounts through our secure Plaid integration to automatically import transactions. Connect your bank →
2
Configure Your Accounts
Choose which accounts to sync and how far back to pull transaction history. Configure accounts →
3
Categorize Your Transactions
Review imported transactions and assign categories. Use autocategorize to handle batches of similar transactions instantly. Categorize transactions →
4
Book a Bookkeeper (Optional)
Schedule a call with a bookkeeping professional to review your setup and categories. Book a call →
5
Import PDF/CSV/XLSX Statements (Optional)
Upload historical bank statements to backfill transaction history from before you connected. Import statements →
6
Add Clients & Create Invoices
Set up your client list and start sending invoices directly from Cashflowy. Add clients & invoices →