Available Now

Use built-in screens and CSV/manual setup today. Cashflow is intentionally CSV-first during the current Founding Launch.

TRX

Transactions

Manual entry and CSV-based transaction tracking

Available
INV

Invoices

Manage invoices and track payments

Available
ACC

Accounts

Manual account records and balance tracking

Available
REC

Recurring Transactions

Scheduled recurring entries for regular bills and income

Available

Connectivity roadmap

Direct connectivity is planned for future development. Roadmap items are not guaranteed by a specific date. Contact us to share which workflows matter most.

BANK

Direct bank connectivity

Planned for future development. CSV/manual setup is available today.

Roadmap
PAY

Payment data imports

Future connectivity planning only. No live provider-specific sync is presented here.

Roadmap
ECM

E-commerce data workflows

Planned for future development with no guaranteed release date.

Roadmap
ACC

Accounting-system connectivity

Roadmap only. Cashflow can be used alongside accounting software through CSV/manual workflows today.

Roadmap

Plan your future workflow

Public API access is planned. For the current Founding Launch, use CSV/manual setup and tell us which future workflows matter most.

CSV

CSV-first today

Current setup works through manual and CSV workflows

API

Future API planning

Roadmap-only access for future development

DOC

Workflow feedback

Tell us what future connectivity would matter most

Request an Integration