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  2. Cashflow manager

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 the Home board drop-down menu.
  3. Click Cash flow under all available boards.

  4. 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.

  5. 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.
  6. 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.