Getting Started

Follow these steps to get started with EdgeFlow Cash

Visit your Google Sheet
‍Sign into Google Drive and view files "Shared with me". (link)
Open the file named "EdgeFlow Cash Data - [your/your company's name]".
click here if you need help with this
Import your Transactions
Use our reporting guides to export your system's data into our load template.
Copy your load data into your Google Sheet.
click here if you need help with this
Open EdgeFlow Cash...
and start planning your cash flows here.
click here if you need help with this