> ## 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.

# 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.

<Steps>
  <Step title="Connect Your Bank">
    Link your bank accounts through our secure Plaid integration to automatically import transactions. [Connect your bank →](/getting-started/connect-your-bank)
  </Step>

  <Step title="Configure Your Accounts">
    Choose which accounts to sync and how far back to pull transaction history. [Configure accounts →](/getting-started/configure-accounts)
  </Step>

  <Step title="Categorize Your Transactions">
    Review imported transactions and assign categories. Use autocategorize to handle batches of similar transactions instantly. [Categorize transactions →](/getting-started/categorize-transactions)
  </Step>

  <Step title="Book a Bookkeeper (Optional)">
    Schedule a call with a bookkeeping professional to review your setup and categories. [Book a call →](/getting-started/book-a-bookkeeper)
  </Step>

  <Step title="Import PDF/CSV/XLSX Statements (Optional)">
    Upload historical bank statements to backfill transaction history from before you connected. [Import statements →](/getting-started/import-statements)
  </Step>

  <Step title="Add Clients & Create Invoices">
    Set up your client list and start sending invoices directly from Cashflowy. [Add clients & invoices →](/getting-started/add-clients-and-invoices)
  </Step>
</Steps>

<Tip>
  The most important steps are **connecting your bank** and **categorizing transactions**. Everything else can wait.
</Tip>