Short, honest answers to the questions that actually come up. If an article doesn't solve it, email support and we’ll respond within one business day.
Getting started
Account to live cash number in about five minutes: signup, first bank, first morning brief.
Connect your bank
How read-only Plaid connections work, what first sync imports, and fixing a broken feed.
Can't find your bank?
Search tips, the statement-upload alternative that works day one, and how to tell us your bank.
Connecting a business bank account
Why the login isn't always enough: admin permissions, bank-side approval, and what to expect at BofA, Chase, and Wells.
Billing & your trial
$299/mo per company, the 90-day free trial, subscribing, and canceling (self-service).
Security & privacy
Read-only access, SOC 2 infrastructure, private by design, and how to verify it.
Give your bookkeeper safe access to the bank feed
Never share a banking password: the official delegated-access path at Chase, U.S. Bank, Bank of America, Wells Fargo, PNC, Truist, and more.
Check the status page for live system health. If TreasuryFlow looks fine there but your numbers look wrong, it's usually a bank feed; see Connect your bank.