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.
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 →