Getting Started with Cashflowy
Welcome! Follow these steps to set up your business in Cashflowy. The first two are essential — everything else can be done at your own pace.Connect Your Bank
Link your bank accounts through our secure Plaid integration to automatically import transactions.
Connect your bank →
Configure Your Accounts
Choose which accounts to sync and how far back to pull transaction history.
Configure accounts →
Categorize Your Transactions
Review imported transactions and assign categories. Use autocategorize to handle batches of similar transactions instantly.
Categorize transactions →
Book a Bookkeeper (Optional)
Schedule a call with a bookkeeping professional to review your setup and categories.
Book a call →
Import PDF/CSV/XLSX Statements (Optional)
Upload historical bank statements to backfill transaction history from before you connected.
Import statements →
Add Clients & Create Invoices
Set up your client list and start sending invoices directly from Cashflowy.
Add clients & invoices →