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.
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.