Frequently Asked Questions
Quick answers to your most common questions about cash flow management and our platform features
Account Setup & Basic Features
Everything you need to know about creating your account and understanding our core cash flow management tools
How do I set up my first cash flow forecast?
Simply connect your bank accounts and we'll automatically pull your transaction history. Our system creates an initial forecast within minutes, which you can then customize with your specific business patterns.
View setup guide →What banks do you integrate with?
We work with all major UK banks including Barclays, HSBC, Lloyds, and over 200 others. Open Banking protocols ensure secure, real-time data sync with your accounts.
See full bank list →Is my financial data secure?
Yes, we use bank-level encryption and are fully FCA regulated. Your data is never stored permanently and all connections use read-only access through official Open Banking APIs.
Learn about security →Can I try the platform before committing?
Absolutely. We offer a 14-day free trial with full access to all features. No credit card required, and you can upgrade anytime during or after the trial period.
Start free trial →Platform Capabilities
Detailed information about our cash flow management features and how they help your business
How accurate are the cash flow predictions?
Our AI-powered forecasting typically achieves 85-92% accuracy for 30-day predictions, improving as we learn your business patterns. The system adapts to seasonal trends and irregular transactions automatically.
See accuracy detailsCan I customize alerts and notifications?
Yes, set up alerts for low balances, large transactions, or cash flow shortfalls. Choose email, SMS, or in-app notifications with customizable thresholds for different accounts.
Configure alertsWhat reporting options are available?
Generate detailed reports including cash flow statements, trend analysis, and scenario planning. Export to PDF or Excel, with options for daily, weekly, or monthly automated reports.
View report samplesDoes the platform work for multiple businesses?
Our business plans support multiple entities under one dashboard. Switch between businesses easily while maintaining separate forecasts, reports, and user permissions for each entity.
Contact for multi-business setupAccount Management
Information about pricing, support options, and managing your subscription
What support options do you offer?
Email support is available 24/7 with typical response times under 2 hours. Premium plans include live chat and phone support during UK business hours, plus dedicated account managers.
Contact support team →Can I change or cancel my plan?
Yes, upgrade or downgrade anytime. Cancellations take effect at your next billing cycle, and you'll retain access until then. We also offer plan pausing for seasonal businesses.
Manage subscription →Do you offer training or onboarding?
All plans include video tutorials and written guides. Business plans include one-on-one onboarding sessions, while Enterprise customers get comprehensive training for their entire team.
Access training materials →What happens to my data if I cancel?
You can export all your data before cancellation. We retain your information for 30 days after cancellation in case you want to reactivate, then it's permanently deleted per our data policy.
Read data policy →
"The most common mistake I see businesses make is waiting until they have cash flow problems to start monitoring it. These tools work best when you're proactive – set up your forecasts when things are going well, so you can spot potential issues months ahead rather than days."
Still Have Questions?
Our support team is here to help with any questions about cash flow management, platform features, or account setup.
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