Short, honest answers to the questions that actually come up. If an article doesn't solve it, email support — a founder replies 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.
Install the Excel add-in
The launcher workbook, what you can pull into your cells, and troubleshooting.
Google Sheets add-on (early access)
Where the Sheets add-on stands, honestly — and what works in Sheets today.
Billing & your trial
$99/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.
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.