# Cashflowy

## Docs

- [Bank Accounts](https://cashflowy.ai/docs/banking/bank-accounts.md): Manage your connected bank accounts - view balances, sync status, and connection health.
- [Bank Statements](https://cashflowy.ai/docs/banking/bank-statements.md): View your synced and imported bank statements organized by account and time period.
- [Categorize & Autocategorize](https://cashflowy.ai/docs/banking/categorize-and-autocategorize.md): Assign categories to your transactions individually or in bulk using autocategorize.
- [Chart of Accounts](https://cashflowy.ai/docs/banking/chart-of-accounts.md): Manage your business categories with a hierarchical chart of accounts - the backbone of your bookkeeping.
- [Document Management](https://cashflowy.ai/docs/banking/documents.md): Upload, organize, and manage your business documents - tax forms, receipts, invoices, and more.
- [Import Bank Statements](https://cashflowy.ai/docs/banking/import-statements.md): Upload PDF, CSV, or XLSX bank statements to import transactions manually.
- [Journal Entries](https://cashflowy.ai/docs/banking/journal-entries.md): Create double-entry bookkeeping journal entries for adjustments, transfers, and non-cash transactions.
- [Manual Transactions](https://cashflowy.ai/docs/banking/manual-transactions.md): Record transactions that don't appear in your bank feed, such as cash payments or off-platform activity.
- [Match Transactions](https://cashflowy.ai/docs/banking/match-transactions.md): Link two related bank transactions together - useful for transfers between your connected accounts.
- [Transaction Receipts](https://cashflowy.ai/docs/banking/receipts.md): Attach receipt photos and documents to your transactions for record-keeping.
- [Split Transactions](https://cashflowy.ai/docs/banking/split-transactions.md): Divide a single bank transaction across multiple categories when one payment covers different expense types.
- [Managing Transactions](https://cashflowy.ai/docs/banking/transactions.md): View, filter, categorize, and export your transactions in Cashflowy.
- [Add a Client](https://cashflowy.ai/docs/faq/invoicing/add-client.md): Add and manage your clients in Cashflowy so you can send them invoices.
- [Add a Service](https://cashflowy.ai/docs/faq/invoicing/add-service.md): Create reusable services to quickly add line items when creating invoices.
- [Connect Stripe for Online Payments](https://cashflowy.ai/docs/faq/invoicing/connect-stripe.md): Enable online payments on your invoices by connecting your Stripe account to Cashflowy.
- [Create & Send Invoices](https://cashflowy.ai/docs/faq/invoicing/send-invoice.md): Create, preview, and send invoices to your clients from Cashflowy.
- [Add Clients & Create Your First Invoice](https://cashflowy.ai/docs/getting-started/add-clients-and-invoices.md): Set up your client list and create your first invoice in Cashflowy.
- [Book a Call with a Bookkeeper](https://cashflowy.ai/docs/getting-started/book-a-bookkeeper.md): Schedule a consultation with a bookkeeping professional to help you set up Cashflowy correctly.
- [Categorize Your Transactions](https://cashflowy.ai/docs/getting-started/categorize-transactions.md): Cashflowy automatically categorizes your imported transactions. Any that need review will appear under the uncategorized warning banner on the Transactions page.
- [Configure Your Bank Accounts](https://cashflowy.ai/docs/getting-started/configure-accounts.md): After connecting your bank through Plaid, configure each account to choose which ones to sync and how much transaction history to import.
- [Connect Your Bank Account](https://cashflowy.ai/docs/getting-started/connect-your-bank.md): Cashflowy uses Plaid to securely connect to your bank. Plaid is trusted by thousands of financial apps and never stores your bank login credentials on our servers.
- [Import Bank Statements](https://cashflowy.ai/docs/getting-started/import-statements.md): Upload historical bank statements in PDF, CSV, or XLSX format to backfill your transaction history.
- [Getting Started with Cashflowy](https://cashflowy.ai/docs/getting-started/welcome.md): 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.
- [Welcome to Cashflowy](https://cashflowy.ai/docs/introduction.md): Cashflowy helps small businesses track transactions, manage invoicing, run financial reports, and stay on top of their books. All in one place!
- [Safe Owner Pay](https://cashflowy.ai/docs/my-pay/safe-owner-pay.md): See how much you can safely pay yourself based on your business's actual performance over the last 3 months.
- [Account Balances Report](https://cashflowy.ai/docs/reports/account-balances.md): View opening balance, debits, credits, and closing balance for every category in your chart of accounts.
- [Balance Sheet](https://cashflowy.ai/docs/reports/balance-sheet.md): Understand your Balance Sheet report in Cashflowy - a snapshot of what your business owns and owes.
- [General Ledger](https://cashflowy.ai/docs/reports/general-ledger.md): View every transaction posted to every account in your chart of accounts with the General Ledger report.
- [Reports & Exports](https://cashflowy.ai/docs/reports/overview.md): Generate financial reports and export your data from Cashflowy.
- [Profit & Loss Statement](https://cashflowy.ai/docs/reports/profit-and-loss.md): Understand your Profit & Loss (P&L) report - also known as an income statement - in Cashflowy.
- [Trial Balance](https://cashflowy.ai/docs/reports/trial-balance.md): Use the Trial Balance report to verify that your books are balanced - total debits equal total credits.
- [Unpaid Invoices Report ](https://cashflowy.ai/docs/reports/unpaid-invoices.md): See all outstanding invoices grouped by age - who owes you money and how overdue they are.
- [Business Profile](https://cashflowy.ai/docs/settings/business-profile.md): Update your business name, address, logo, and other details that appear on invoices and reports.
- [Security & Account Settings](https://cashflowy.ai/docs/settings/security.md): Manage your password, enable two-factor authentication, and handle billing.
- [Team Members & Permissions](https://cashflowy.ai/docs/settings/team-members.md): Invite team members to Cashflowy with the right access level.

## OpenAPI Specs

- [openapi](https://cashflowy.ai/docs/api-reference/openapi.json)

## Optional

- [Book a Call](https://calendly.com/d/cyqk-8zy-k4j/cashflowy-exploration-call)