From Sign-Up to Insights in Minutes

No complex setup. No manual data entry. Connect your accounts and let our platform do the heavy lifting.

1

Create Your Account and Connect Your Bank

Sign up with your work email and password. Then connect your business bank accounts, credit cards, and payment processors through our secure integration. The connection is read-only — we analyze your data, we never touch your money.

2

Connect Your Accounting Software

Link QuickBooks Online, Xero, or Sage to pull in your chart of accounts, unpaid invoices, upcoming bills, and payroll schedules. No accounting software? Manually enter recurring obligations in a few minutes.

3

Your Baseline Forecast Is Built

Our engine analyzes your transaction history, identifies recurring income and expense patterns, factors in seasonal trends, and projects your cash position forward. Forecasts update daily with gap warnings.

4

Monitor, Adjust, and Take Action

Check your dashboard daily for a clear picture of where you stand. When the system detects a potential cash gap, it suggests specific actions. Use scenario planning to model big decisions before committing.

Ready to See Your First Forecast?

Start your free trial and get a clear cash flow picture in minutes. No credit card needed.

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