Set up your cash flow board

To use Cashflow Manager, connect your preferred accounting app.

To create your Cash flow board:

  1. Log in to your 9Spokes account.
  2. Click Cash flow under Track.

  3. Select your preferred accounting app and click 'Get started'. You'll be redirected to the sign in page for your selected app.

    *Sage Accounting and QuickBooks is supported for Beta.

  4. Enter your credentials for the accounting app you want to connect. 9Spokes will fetch your app's data to power up your Cash flow board.

  5. When power-up is complete, enjoy your cash flow insights!

Want to learn more about Cashflow Manager? Click here for an overview.

*As of June 21, 2022 - we only support Sage One & QuickBooks.