To use Cashflow Manager, connect your preferred accounting app.
To create your Cash flow board:
- Log in to your 9Spokes account.
- Click the Home board drop-down menu.
- Click Cash flow under all available boards.
- Select your preferred accounting app and click 'Get started'. You'll be redirected to the sign in page for your selected app.
*Sage Accounting is supported for Beta.
- 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.
- Click 'Launch Cash flow' and view your cash flow insights!
Want to learn more about Cashflow Manager? Click here for an overview.
*As of November 15, 2021 - we only support Sage One.