From a blank account to your live cash number in about five minutes. Here's the whole path, in order.
Go to the dashboard and sign up with Google or with an email address and password. Every new account starts a 90-day free trial with full access to every feature: no credit card required, nothing to cancel if you walk away.
Click Connect a bank and pick your institution: TreasuryFlow connects to 10,000+ financial institutions across the US and Canada through Plaid. You sign in on your bank's own screen; we never see or store your banking credentials, and access is strictly read-only, so we cannot move money. The full walkthrough is in Connect your bank, and if your bank doesn't come up in the search, see Can't find your bank?; statement upload works day one.
Your balance appears immediately; transactions finish importing within a few minutes (a first connect backfills up to two years of history, so give the categorizer a moment). From then on the dashboard shows:
If you live in a workbook, use Export in Reports or Push to Excel in the Forecast Builder: exact amounts land in your own cells, formulas intact.
Unlimited team members are included: there are no per-seat fees. Invite your controller, your accountant, or your fractional CFO from Settings; they get their own login against the same live numbers.
Each company (entity, LLC, brand) is its own $299/mo unit with unlimited banks. Add a company from the dashboard and connect its banks the same way. Two or more companies roll up into one consolidated home view. Pricing details are in Billing & your trial.